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
2076
$3K ﹤0.01%
102
2077
$3K ﹤0.01%
44
2078
$3K ﹤0.01%
75
2079
$3K ﹤0.01%
142
2080
$3K ﹤0.01%
80
2081
$3K ﹤0.01%
247
-8
2082
$3K ﹤0.01%
73
2083
$3K ﹤0.01%
222
+98
2084
$3K ﹤0.01%
177
2085
$3K ﹤0.01%
72
2086
$3K ﹤0.01%
65
2087
$3K ﹤0.01%
124
2088
$3K ﹤0.01%
123
+53
2089
$3K ﹤0.01%
66
-60
2090
$3K ﹤0.01%
66
-4
2091
$3K ﹤0.01%
142
-369
2092
$3K ﹤0.01%
49
2093
$3K ﹤0.01%
540
-250
2094
$3K ﹤0.01%
146
+55
2095
$3K ﹤0.01%
25
+3
2096
$3K ﹤0.01%
26
2097
$3K ﹤0.01%
1,200
2098
$3K ﹤0.01%
27
2099
$3K ﹤0.01%
110
2100
$3K ﹤0.01%
39
+9
82 83
84
85 86