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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 4.59%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$7K ﹤0.01%
228
-110
1677
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151
+119
1678
$7K ﹤0.01%
142
1679
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273
-83
1680
– –
0
1681
$7K ﹤0.01%
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1683
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1684
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83
-236
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141
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$7K ﹤0.01%
434
+8
1687
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-50
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$7K ﹤0.01%
112
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1689
$7K ﹤0.01%
217
-30
1690
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186
1691
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334
+36
1692
$7K ﹤0.01%
143
+3
1693
$7K ﹤0.01%
138
-3
1694
$7K ﹤0.01%
390
-61
1695
$7K ﹤0.01%
45
-45
1696
$7K ﹤0.01%
98
1697
$7K ﹤0.01%
+250
1698
$7K ﹤0.01%
1,592
+466
1699
$7K ﹤0.01%
171
-101
1700
$7K ﹤0.01%
+300
66 67
68
69 70