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
1926
$4K ﹤0.01%
59
-16
1927
$4K ﹤0.01%
39
1928
$4K ﹤0.01%
109
1929
$4K ﹤0.01%
939
-867
1930
$4K ﹤0.01%
1,135
+26
1931
$4K ﹤0.01%
51
+3
1932
$4K ﹤0.01%
346
-385
1933
$4K ﹤0.01%
48
1934
$4K ﹤0.01%
101
1935
$4K ﹤0.01%
72
-119
1936
$4K ﹤0.01%
55
+9
1937
– –
0
1938
$4K ﹤0.01%
110
1939
$4K ﹤0.01%
32
1940
$4K ﹤0.01%
+200
1941
$4K ﹤0.01%
147
-638
1942
$4K ﹤0.01%
+17
1943
$4K ﹤0.01%
320
-33
1944
$4K ﹤0.01%
73
+9
1945
$4K ﹤0.01%
987
-306
1946
$4K ﹤0.01%
306
1947
$4K ﹤0.01%
28
-32
1948
$4K ﹤0.01%
236
-680
1949
$4K ﹤0.01%
160
+16
1950
$4K ﹤0.01%
70
+8
76 77
78
79 80