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%
75
1977
$4K ﹤0.01%
53
1978
$4K ﹤0.01%
59
+3
1979
$4K ﹤0.01%
104
+89
1980
$4K ﹤0.01%
168
1981
$4K ﹤0.01%
248
+37
1982
$3K ﹤0.01%
295
+25
1983
$3K ﹤0.01%
313
-59
1984
$3K ﹤0.01%
53
1985
$3K ﹤0.01%
35
-51
1986
$3K ﹤0.01%
111
1987
– –
0
1988
$3K ﹤0.01%
121
+32
1989
$3K ﹤0.01%
45
+3
1990
$3K ﹤0.01%
319
1991
$3K ﹤0.01%
+178
1992
$3K ﹤0.01%
+600
1993
$3K ﹤0.01%
102
-10
1994
$3K ﹤0.01%
28
1995
$3K ﹤0.01%
154
1996
$3K ﹤0.01%
17
-20
1997
$3K ﹤0.01%
79
-12
1998
$3K ﹤0.01%
60
+12
1999
$3K ﹤0.01%
45
+5
2000
$3K ﹤0.01%
343
78 79
80
81 82