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 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$4K ﹤0.01%
58
-807
1902
$4K ﹤0.01%
198
1903
$4K ﹤0.01%
200
1904
$4K ﹤0.01%
325
-1,655
1905
$4K ﹤0.01%
331
-249
1906
$4K ﹤0.01%
19
+3
1907
$4K ﹤0.01%
82
-3
1908
$4K ﹤0.01%
200
-91
1909
$4K ﹤0.01%
1,120
+340
1910
$4K ﹤0.01%
+239
1911
$4K ﹤0.01%
510
1912
$4K ﹤0.01%
64
1913
– –
0
1914
$4K ﹤0.01%
130
+17
1915
– –
0
1916
$4K ﹤0.01%
877
1917
$4K ﹤0.01%
30
1918
$4K ﹤0.01%
59
-16
1919
$4K ﹤0.01%
39
1920
$4K ﹤0.01%
109
1921
$4K ﹤0.01%
939
-867
1922
$4K ﹤0.01%
1,135
+26
1923
$4K ﹤0.01%
51
+3
1924
$4K ﹤0.01%
346
-385
1925
$4K ﹤0.01%
48
75 76
77
78 79