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 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$254K 0.02%
8,079
-1,259
402
$251K 0.02%
22,633
-1,841
403
$251K 0.02%
3,838
+115
404
$250K 0.02%
+5,838
405
$250K 0.02%
7,045
406
$247K 0.02%
7,792
+1,797
407
$247K 0.02%
5,375
+40
408
$247K 0.02%
1,447
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409
$247K 0.02%
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410
$246K 0.02%
4,965
-302
411
$246K 0.02%
2,511
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412
$245K 0.02%
4,500
-534
413
$245K 0.02%
2,349
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414
$243K 0.02%
4,946
+2,180
415
$241K 0.02%
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416
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418
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419
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420
$238K 0.02%
570
+22
421
$236K 0.02%
4,506
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422
$235K 0.02%
9,446
+6,525
423
$234K 0.02%
6,414
+45
424
$232K 0.02%
3,120
-1,960
425
$232K 0.02%
8,476
+2,373
15 16
17
18 19