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 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$3K ﹤0.01%
54
+4
2077
$3K ﹤0.01%
26
2078
$3K ﹤0.01%
1,200
2079
$3K ﹤0.01%
27
2080
$3K ﹤0.01%
110
2081
$3K ﹤0.01%
39
+9
2082
$3K ﹤0.01%
225
2083
$3K ﹤0.01%
280
2084
$3K ﹤0.01%
129
-60
2085
$3K ﹤0.01%
43
+22
2086
$3K ﹤0.01%
37
-97
2087
– –
0
2088
$3K ﹤0.01%
126
+36
2089
$3K ﹤0.01%
23
2090
$3K ﹤0.01%
86
-155
2091
$3K ﹤0.01%
32
-7
2092
$3K ﹤0.01%
240
-320
2093
– –
0
2094
$3K ﹤0.01%
147
2095
$3K ﹤0.01%
287
+30
2096
$3K ﹤0.01%
107
2097
$3K ﹤0.01%
104
2098
$3K ﹤0.01%
44
2099
$3K ﹤0.01%
237
2100
$3K ﹤0.01%
+212
82 83
84
85 86