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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
2126
$2K ﹤0.01%
850
+118
2127
$2K ﹤0.01%
771
-684
2128
$2K ﹤0.01%
137
-64
2129
$2K ﹤0.01%
83
2130
$2K ﹤0.01%
+190
2131
$2K ﹤0.01%
415
-192
2132
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16
+6
2133
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85
2134
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2135
– –
0
2136
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2137
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67
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2139
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-30
2140
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36
+22
2141
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0
2142
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44
2143
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2144
$2K ﹤0.01%
313
-487
2145
$2K ﹤0.01%
123
+92
2146
$2K ﹤0.01%
57
+7
2147
$2K ﹤0.01%
23
2148
$2K ﹤0.01%
41
-265
2149
$2K ﹤0.01%
200
2150
$2K ﹤0.01%
52
+32
84 85
86
87 88