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
2076
$3K ﹤0.01%
60
2077
$3K ﹤0.01%
92
2078
$3K ﹤0.01%
514
2079
$3K ﹤0.01%
565
2080
$3K ﹤0.01%
72
+4
2081
– –
0
2082
$3K ﹤0.01%
118
+75
2083
$3K ﹤0.01%
47
2084
$3K ﹤0.01%
17
-2
2085
$3K ﹤0.01%
76
-8
2086
$3K ﹤0.01%
69
2087
$3K ﹤0.01%
109
-85
2088
$3K ﹤0.01%
92
-11
2089
$3K ﹤0.01%
111
2090
$3K ﹤0.01%
102
2091
$3K ﹤0.01%
177
2092
$3K ﹤0.01%
126
+36
2093
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2094
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86
-155
2095
$3K ﹤0.01%
32
-7
2096
$3K ﹤0.01%
240
-320
2097
– –
0
2098
$3K ﹤0.01%
147
2099
$3K ﹤0.01%
287
+30
2100
$3K ﹤0.01%
107
82 83
84
85 86