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
551
$157K 0.01%
2,700
+104
552
$156K 0.01%
8,400
553
$156K 0.01%
1,011
-93
554
$156K 0.01%
1,561
+31
555
$154K 0.01%
1,668
-213
556
$154K 0.01%
1,848
557
$153K 0.01%
1,510
-1,439
558
$153K 0.01%
1,339
-96
559
$153K 0.01%
3,739
+227
560
$153K 0.01%
1,400
+26
561
$153K 0.01%
1,111
562
$152K 0.01%
1,427
-409
563
$152K 0.01%
22,800
564
$150K 0.01%
7,040
+1,445
565
$150K 0.01%
10,385
+10,293
566
$149K 0.01%
4,657
+446
567
$149K 0.01%
6,224
+103
568
– –
0
569
$149K 0.01%
1,775
-157
570
$149K 0.01%
2,103
+397
571
$148K 0.01%
1,260
-42
572
$147K 0.01%
15,195
+7,100
573
$147K 0.01%
2,398
+1,453
574
$146K 0.01%
770
-18
575
$146K 0.01%
1,698
+601
21 22
23
24 25