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WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.91%
This Fund
S&P 500
1 Year Est. Return
+10.91%
AUM
$1.06B
AUM Growth
+$33.6M
(+3.3%)
Holding
2,778
Top Buys
| 1 | +$5.86M | |
| 2 | +$4.6M | |
| 3 | +$4.46M | |
| 4 |
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 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$1.31M |
| 5 |
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% |