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
1951
$4K ﹤0.01%
28
-32
1952
$4K ﹤0.01%
236
-680
1953
$4K ﹤0.01%
160
+16
1954
$4K ﹤0.01%
70
+8
1955
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34
-65
1956
$4K ﹤0.01%
40
-3
1957
$4K ﹤0.01%
234
1958
$4K ﹤0.01%
113
+105
1959
$4K ﹤0.01%
157
1960
$4K ﹤0.01%
120
1961
$4K ﹤0.01%
101
-125
1962
$4K ﹤0.01%
147
-638
1963
$4K ﹤0.01%
+17
1964
$4K ﹤0.01%
320
-33
1965
$4K ﹤0.01%
73
+9
1966
$4K ﹤0.01%
241
+6
1967
$4K ﹤0.01%
90
1968
$4K ﹤0.01%
83
1969
$4K ﹤0.01%
41
+7
1970
$4K ﹤0.01%
150
1971
$4K ﹤0.01%
56
1972
$4K ﹤0.01%
56
1973
$4K ﹤0.01%
217
-175
1974
$4K ﹤0.01%
128
1975
$4K ﹤0.01%
55
77 78
79
80 81