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
1401
$15K ﹤0.01%
900
-2,000
1402
– –
0
1403
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1,368
1404
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110
1405
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10
-7
1406
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1407
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+1,000
1408
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210
-179
1409
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340
1410
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167
+34
1411
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590
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1412
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48
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1413
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702
-470
1414
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1,021
1415
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373
+18
1416
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389
+298
1417
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270
-11
1418
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6,549
-4,474
1419
$15K ﹤0.01%
1,805
-203
1420
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284
-6
1421
$15K ﹤0.01%
390
+104
1422
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260
1423
$14K ﹤0.01%
178
-8
1424
$14K ﹤0.01%
286
-5
1425
$14K ﹤0.01%
250
+1
55 56
57
58 59