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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
2051
$3K ﹤0.01%
66
-4
2052
$3K ﹤0.01%
142
-369
2053
$3K ﹤0.01%
49
2054
$3K ﹤0.01%
540
-250
2055
$3K ﹤0.01%
146
+55
2056
$3K ﹤0.01%
25
+3
2057
$3K ﹤0.01%
47
+3
2058
$3K ﹤0.01%
56
2059
$3K ﹤0.01%
120
2060
$3K ﹤0.01%
71
-48
2061
$3K ﹤0.01%
99
2062
$3K ﹤0.01%
100
2063
$3K ﹤0.01%
54
+4
2064
$3K ﹤0.01%
26
2065
$3K ﹤0.01%
1,200
2066
$3K ﹤0.01%
27
2067
$3K ﹤0.01%
110
2068
$3K ﹤0.01%
39
+9
2069
$3K ﹤0.01%
225
2070
$3K ﹤0.01%
280
2071
$3K ﹤0.01%
129
-60
2072
$3K ﹤0.01%
43
+22
2073
$3K ﹤0.01%
37
-97
2074
– –
0
2075
$3K ﹤0.01%
86
-155
81 82
83
84 85