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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
1801
$5K ﹤0.01%
454
1802
$5K ﹤0.01%
700
1803
$5K ﹤0.01%
335
-241
1804
$5K ﹤0.01%
100
1805
$5K ﹤0.01%
136
-6
1806
$5K ﹤0.01%
208
-24
1807
$5K ﹤0.01%
196
1808
$5K ﹤0.01%
65
1809
$5K ﹤0.01%
84
1810
$5K ﹤0.01%
96
+58
1811
$5K ﹤0.01%
65
-55
1812
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129
-335
1813
$5K ﹤0.01%
629
-716
1814
$5K ﹤0.01%
99
+63
1815
$5K ﹤0.01%
107
-7
1816
$5K ﹤0.01%
224
-24
1817
$5K ﹤0.01%
105
+84
1818
$5K ﹤0.01%
97
-973
1819
$5K ﹤0.01%
381
1820
$5K ﹤0.01%
100
1821
$5K ﹤0.01%
300
-300
1822
– –
0
1823
$5K ﹤0.01%
412
-2,368
1824
$5K ﹤0.01%
34
-2
1825
$5K ﹤0.01%
109
-17
71 72
73
74 75