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
1326
$18K ﹤0.01%
228
-135
1327
$18K ﹤0.01%
1,504
+30
1328
$18K ﹤0.01%
444
+11
1329
$18K ﹤0.01%
778
-51
1330
$18K ﹤0.01%
1,026
+64
1331
– –
0
1332
$18K ﹤0.01%
1,068
-1,039
1333
$18K ﹤0.01%
410
+405
1334
$18K ﹤0.01%
284
-167
1335
$18K ﹤0.01%
473
+5
1336
– –
0
1337
$18K ﹤0.01%
68
1338
$18K ﹤0.01%
1,705
-7,589
1339
$18K ﹤0.01%
172
-96
1340
$17K ﹤0.01%
338
+18
1341
$17K ﹤0.01%
370
1342
$17K ﹤0.01%
1,324
-704
1343
$17K ﹤0.01%
66
-5
1344
$17K ﹤0.01%
137
1345
$17K ﹤0.01%
654
+12
1346
$17K ﹤0.01%
1,092
1347
$17K ﹤0.01%
415
+16
1348
$17K ﹤0.01%
1,013
1349
$17K ﹤0.01%
509
+282
1350
$17K ﹤0.01%
238
-57
52 53
54
55 56