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
1176
$29K ﹤0.01%
1,270
1177
$29K ﹤0.01%
1,819
-193
1178
$29K ﹤0.01%
648
+26
1179
$29K ﹤0.01%
1,300
+1,000
1180
$29K ﹤0.01%
650
+489
1181
$29K ﹤0.01%
700
1182
$29K ﹤0.01%
800
+580
1183
$29K ﹤0.01%
2,069
+25
1184
$28K ﹤0.01%
581
-59
1185
$28K ﹤0.01%
600
-200
1186
$28K ﹤0.01%
1,313
+95
1187
$28K ﹤0.01%
489
-6
1188
$28K ﹤0.01%
1,100
-8
1189
$28K ﹤0.01%
740
-2,562
1190
$28K ﹤0.01%
1,209
-146
1191
$27K ﹤0.01%
1,309
-67
1192
$27K ﹤0.01%
1,451
-290
1193
$27K ﹤0.01%
2,088
-206
1194
$27K ﹤0.01%
488
1195
– –
0
1196
$27K ﹤0.01%
3,990
1197
$27K ﹤0.01%
3,304
+478
1198
– –
0
1199
$27K ﹤0.01%
707
1200
$27K ﹤0.01%
1,030
-1,545
46 47
48
49 50