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%
39
+9
2052
$3K ﹤0.01%
225
2053
$3K ﹤0.01%
280
2054
$3K ﹤0.01%
129
-60
2055
$3K ﹤0.01%
43
+22
2056
$3K ﹤0.01%
37
-97
2057
– –
0
2058
$3K ﹤0.01%
75
+15
2059
$3K ﹤0.01%
23
+6
2060
$3K ﹤0.01%
178
2061
$3K ﹤0.01%
158
-77
2062
$3K ﹤0.01%
117
+48
2063
$3K ﹤0.01%
29
2064
$3K ﹤0.01%
74
2065
$3K ﹤0.01%
117
+7
2066
$3K ﹤0.01%
98
2067
$3K ﹤0.01%
169
-115
2068
$3K ﹤0.01%
163
-27
2069
$3K ﹤0.01%
234
2070
– –
0
2071
$3K ﹤0.01%
154
2072
$3K ﹤0.01%
+100
2073
$3K ﹤0.01%
43
+22
2074
$3K ﹤0.01%
163
2075
$3K ﹤0.01%
124
-420
81 82
83
84 85