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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
1976
$4K ﹤0.01%
168
1977
$4K ﹤0.01%
248
+37
1978
$4K ﹤0.01%
76
+19
1979
$4K ﹤0.01%
147
-638
1980
$4K ﹤0.01%
+17
1981
$4K ﹤0.01%
320
-33
1982
$3K ﹤0.01%
52
-1,554
1983
$3K ﹤0.01%
53
-11
1984
$3K ﹤0.01%
67
1985
$3K ﹤0.01%
220
1986
$3K ﹤0.01%
76
+63
1987
$3K ﹤0.01%
295
+25
1988
$3K ﹤0.01%
313
-59
1989
$3K ﹤0.01%
53
1990
$3K ﹤0.01%
35
-51
1991
$3K ﹤0.01%
111
1992
– –
0
1993
$3K ﹤0.01%
51
1994
$3K ﹤0.01%
68
+9
1995
$3K ﹤0.01%
56
-136
1996
$3K ﹤0.01%
56
+4
1997
$3K ﹤0.01%
128
1998
$3K ﹤0.01%
+64
1999
$3K ﹤0.01%
102
-10
2000
$3K ﹤0.01%
75
+15
78 79
80
81 82