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
2151
$2K ﹤0.01%
313
-487
2152
$2K ﹤0.01%
123
+92
2153
$2K ﹤0.01%
180
2154
$2K ﹤0.01%
46
2155
$2K ﹤0.01%
153
-11
2156
$2K ﹤0.01%
151
2157
$2K ﹤0.01%
72
2158
$2K ﹤0.01%
59
-34
2159
$2K ﹤0.01%
199
-47
2160
$2K ﹤0.01%
370
2161
$2K ﹤0.01%
20
+15
2162
$2K ﹤0.01%
18
2163
$2K ﹤0.01%
73
+5
2164
$2K ﹤0.01%
34
-88
2165
$2K ﹤0.01%
37
-2
2166
$2K ﹤0.01%
16
+14
2167
– –
0
2168
$2K ﹤0.01%
145
+3
2169
$2K ﹤0.01%
154
-18
2170
$2K ﹤0.01%
48
+16
2171
$2K ﹤0.01%
45
2172
– –
0
2173
$2K ﹤0.01%
86
-423
2174
$2K ﹤0.01%
64
2175
$2K ﹤0.01%
142
-436
85 86
87
88 89