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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
1951
$4K ﹤0.01%
241
+6
1952
$4K ﹤0.01%
90
1953
$4K ﹤0.01%
83
1954
$4K ﹤0.01%
41
+7
1955
$4K ﹤0.01%
150
1956
$4K ﹤0.01%
56
1957
$4K ﹤0.01%
56
1958
$4K ﹤0.01%
217
-175
1959
$4K ﹤0.01%
+120
1960
$4K ﹤0.01%
128
1961
$4K ﹤0.01%
55
1962
$4K ﹤0.01%
79
1963
$4K ﹤0.01%
+244
1964
$4K ﹤0.01%
198
-99
1965
$4K ﹤0.01%
2,105
1966
$4K ﹤0.01%
889
-1,018
1967
– –
0
1968
$4K ﹤0.01%
289
+4
1969
$4K ﹤0.01%
284
+176
1970
$4K ﹤0.01%
57
-1
1971
$4K ﹤0.01%
106
+13
1972
$4K ﹤0.01%
75
1973
$4K ﹤0.01%
53
1974
$4K ﹤0.01%
59
+3
1975
$4K ﹤0.01%
104
+89
77 78
79
80 81