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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
2101
$3K ﹤0.01%
72
2102
$3K ﹤0.01%
207
2103
$3K ﹤0.01%
218
+33
2104
$3K ﹤0.01%
121
+32
2105
$3K ﹤0.01%
45
+3
2106
– –
0
2107
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2108
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78
-14
2109
$3K ﹤0.01%
56
+19
2110
$3K ﹤0.01%
319
2111
$3K ﹤0.01%
+178
2112
$3K ﹤0.01%
+600
2113
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122
2114
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72
2115
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126
+36
2116
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23
2117
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32
-7
2118
– –
0
2119
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53
2120
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48
2121
$3K ﹤0.01%
174
2122
$2K ﹤0.01%
20
-26
2123
$2K ﹤0.01%
+8
2124
$2K ﹤0.01%
53
2125
$2K ﹤0.01%
426
-1,012
83 84
85
86 87