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
1926
$4K ﹤0.01%
101
1927
$4K ﹤0.01%
72
-119
1928
$4K ﹤0.01%
55
+9
1929
– –
0
1930
$4K ﹤0.01%
110
1931
$4K ﹤0.01%
31
-1
1932
$4K ﹤0.01%
43
+1
1933
$4K ﹤0.01%
445
1934
$4K ﹤0.01%
72
+10
1935
$4K ﹤0.01%
101
1936
– –
0
1937
$4K ﹤0.01%
289
+4
1938
$4K ﹤0.01%
284
+176
1939
$4K ﹤0.01%
57
-1
1940
$4K ﹤0.01%
75
1941
$4K ﹤0.01%
53
1942
$4K ﹤0.01%
59
+3
1943
$4K ﹤0.01%
104
+89
1944
$4K ﹤0.01%
168
1945
$4K ﹤0.01%
248
+37
1946
$4K ﹤0.01%
333
1947
$4K ﹤0.01%
32
1948
$4K ﹤0.01%
+200
1949
$4K ﹤0.01%
987
-306
1950
$4K ﹤0.01%
306
76 77
78
79 80