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
1526
$11K ﹤0.01%
148
-25
1527
$11K ﹤0.01%
200
1528
$11K ﹤0.01%
105
1529
$11K ﹤0.01%
200
1530
$11K ﹤0.01%
300
1531
$11K ﹤0.01%
231
-66
1532
$11K ﹤0.01%
146
-199
1533
$11K ﹤0.01%
707
+284
1534
– –
0
1535
$11K ﹤0.01%
312
-448
1536
$11K ﹤0.01%
130
+15
1537
$11K ﹤0.01%
351
+300
1538
$11K ﹤0.01%
835
-344
1539
$11K ﹤0.01%
11
1540
$11K ﹤0.01%
293
1541
$11K ﹤0.01%
765
-746
1542
$11K ﹤0.01%
28,300
1543
$11K ﹤0.01%
115
1544
$11K ﹤0.01%
1,138
-226
1545
$11K ﹤0.01%
+2,500
1546
$11K ﹤0.01%
536
-821
1547
$11K ﹤0.01%
300
1548
$11K ﹤0.01%
516
+16
1549
$11K ﹤0.01%
100
1550
– –
0
60 61
62
63 64