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
2101
$3K ﹤0.01%
28
-25
2102
$3K ﹤0.01%
26
+4
2103
$3K ﹤0.01%
72
2104
$3K ﹤0.01%
297
+223
2105
$3K ﹤0.01%
600
2106
$3K ﹤0.01%
96
-1
2107
$3K ﹤0.01%
71
-3
2108
$3K ﹤0.01%
155
-287
2109
$3K ﹤0.01%
145
2110
$3K ﹤0.01%
122
2111
$3K ﹤0.01%
716
-326
2112
$3K ﹤0.01%
87
2113
$3K ﹤0.01%
357
+31
2114
$3K ﹤0.01%
105
+13
2115
$3K ﹤0.01%
72
2116
$3K ﹤0.01%
207
2117
$3K ﹤0.01%
218
+33
2118
$3K ﹤0.01%
295
+25
2119
$3K ﹤0.01%
313
-59
2120
$3K ﹤0.01%
53
2121
$3K ﹤0.01%
35
-51
2122
$2K ﹤0.01%
+83
2123
$2K ﹤0.01%
204
+25
2124
$2K ﹤0.01%
39
+6
2125
– –
0
83 84
85
86 87