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
1126
$34K ﹤0.01%
1,000
+194
1127
$34K ﹤0.01%
1,303
-589
1128
$34K ﹤0.01%
920
+200
1129
$33K ﹤0.01%
6,103
+143
1130
$33K ﹤0.01%
1,066
-626
1131
$33K ﹤0.01%
146
+63
1132
$33K ﹤0.01%
1,000
-1,003
1133
$33K ﹤0.01%
980
+60
1134
$33K ﹤0.01%
9,003
-421
1135
$33K ﹤0.01%
783
-18
1136
– –
0
1137
$33K ﹤0.01%
1,804
-54
1138
$33K ﹤0.01%
1,849
-938
1139
$33K ﹤0.01%
802
+1
1140
$32K ﹤0.01%
701
-17
1141
$32K ﹤0.01%
1,957
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1142
$32K ﹤0.01%
287
+3
1143
$32K ﹤0.01%
668
-28
1144
$32K ﹤0.01%
1,100
1145
$32K ﹤0.01%
1,671
-117
1146
$32K ﹤0.01%
1,403
-4
1147
$32K ﹤0.01%
680
-61
1148
$31K ﹤0.01%
723
-74
1149
$31K ﹤0.01%
864
-666
1150
$31K ﹤0.01%
733
-1,068
44 45
46
47 48