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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$5.86M
2
+$4.6M
3
+$4.46M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.08M
5
AGT
iShares MSCI Argentina and Global Exposure ETF
AGT
+$3.14M

Top Sells

1
+$3.39M
2
+$2.77M
3
+$2.13M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.31M
5
MO icon
Altria Group
MO
+$814K

Sector Composition

1 Financials 9.82%
2 Technology 7.24%
3 Healthcare 5.44%
4 Industrials 4.59%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-41
2502
– –
0
2503
– –
-127
2504
– –
0
2505
$0 ﹤0.01%
4
2506
$0 ﹤0.01%
8
2507
– –
-1,000
2508
$0 ﹤0.01%
17
2509
– –
-5,168
2510
– –
-2,725
2511
– –
-179
2512
– –
-500
2513
$0 ﹤0.01%
22
2514
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-3
2515
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6
2516
$0 ﹤0.01%
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2517
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2518
$0 ﹤0.01%
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2519
$0 ﹤0.01%
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2520
$0 ﹤0.01%
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2521
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2522
$0 ﹤0.01%
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2523
– –
-1,635
2524
$0 ﹤0.01%
+35
2525
$0 ﹤0.01%
+18
99 100
101
102 103