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
1801
$5K ﹤0.01%
700
1802
$5K ﹤0.01%
263
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1803
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93
-64
1804
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1805
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1806
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55
-4
1807
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1808
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108
+18
1809
– –
0
1810
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120
1811
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79
1812
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454
1813
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700
1814
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335
-241
1815
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1816
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-6
1817
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1819
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1820
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1821
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+58
1822
$5K ﹤0.01%
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-55
1823
$5K ﹤0.01%
629
-716
1824
$5K ﹤0.01%
99
+63
1825
$5K ﹤0.01%
107
-7
71 72
73
74 75