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
2201
$2K ﹤0.01%
80
2202
$2K ﹤0.01%
24
2203
$2K ﹤0.01%
53
2204
$2K ﹤0.01%
79
2205
$2K ﹤0.01%
26
2206
$2K ﹤0.01%
128
+95
2207
$2K ﹤0.01%
39
2208
$2K ﹤0.01%
85
+16
2209
$2K ﹤0.01%
55
+39
2210
$2K ﹤0.01%
970
+130
2211
$2K ﹤0.01%
26
2212
$2K ﹤0.01%
+64
2213
$2K ﹤0.01%
1
2214
$2K ﹤0.01%
48
2215
$2K ﹤0.01%
26
-10
2216
$2K ﹤0.01%
138
2217
$2K ﹤0.01%
53
2218
$2K ﹤0.01%
75
2219
$2K ﹤0.01%
18
-5
2220
$2K ﹤0.01%
61
2221
$2K ﹤0.01%
39
2222
$2K ﹤0.01%
+89
2223
$2K ﹤0.01%
80
2224
$2K ﹤0.01%
34
+22
2225
$2K ﹤0.01%
30
87 88
89
90 91