WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$5.65M
3
+$4.37M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.98M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$3.11M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$2.06M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
MO icon
Altria Group
MO
+$766K

Sector Composition

1 Financials 9.82%
2 Technology 7.25%
3 Healthcare 5.44%
4 Industrials 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
287
+30
2027
$3K ﹤0.01%
107
2028
$3K ﹤0.01%
104
2029
$3K ﹤0.01%
44
2030
$3K ﹤0.01%
17
-20
2031
$3K ﹤0.01%
72
2032
$3K ﹤0.01%
297
+223
2033
$3K ﹤0.01%
600
2034
$3K ﹤0.01%
96
-1
2035
$3K ﹤0.01%
71
-3
2036
$3K ﹤0.01%
155
-287
2037
$3K ﹤0.01%
128
2038
– –
0
2039
$3K ﹤0.01%
53
2040
$3K ﹤0.01%
48
2041
$3K ﹤0.01%
174
2042
$3K ﹤0.01%
52
-1,554
2043
$3K ﹤0.01%
53
-11
2044
$3K ﹤0.01%
74
2045
$3K ﹤0.01%
117
+7
2046
$3K ﹤0.01%
98
2047
$3K ﹤0.01%
169
-115
2048
$3K ﹤0.01%
163
-27
2049
$3K ﹤0.01%
79
-12
2050
$3K ﹤0.01%
60
+12
80 81
82
83 84