We are live on ! Find out more
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
1876
$5K ﹤0.01%
26
+14
1877
$4K ﹤0.01%
161
+12
1878
$4K ﹤0.01%
170
+48
1879
$4K ﹤0.01%
112
+80
1880
$4K ﹤0.01%
99
+37
1881
$4K ﹤0.01%
394
-75
1882
$4K ﹤0.01%
93
1883
$4K ﹤0.01%
628
-9,143
1884
$4K ﹤0.01%
225
+155
1885
$4K ﹤0.01%
102
1886
$4K ﹤0.01%
232
1887
$4K ﹤0.01%
50
-50
1888
$4K ﹤0.01%
78
1889
– –
0
1890
$4K ﹤0.01%
82
-880
1891
$4K ﹤0.01%
169
-177
1892
$4K ﹤0.01%
300
1893
$4K ﹤0.01%
55
-5
1894
$4K ﹤0.01%
+50
1895
$4K ﹤0.01%
50
1896
$4K ﹤0.01%
78
1897
$4K ﹤0.01%
58
-807
1898
$4K ﹤0.01%
198
1899
$4K ﹤0.01%
200
1900
$4K ﹤0.01%
325
-1,655
74 75
76
77 78