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
2276
$2K ﹤0.01%
57
+7
2277
$2K ﹤0.01%
23
2278
$2K ﹤0.01%
41
-265
2279
$2K ﹤0.01%
200
2280
$2K ﹤0.01%
52
+32
2281
– –
0
2282
$1K ﹤0.01%
56
2283
$1K ﹤0.01%
28
2284
$1K ﹤0.01%
33
2285
$1K ﹤0.01%
29
2286
$1K ﹤0.01%
9
+7
2287
$1K ﹤0.01%
44
+3
2288
$1K ﹤0.01%
10
2289
$1K ﹤0.01%
180
2290
$1K ﹤0.01%
63
+23
2291
$1K ﹤0.01%
38
-46
2292
$1K ﹤0.01%
29
2293
$1K ﹤0.01%
+17
2294
$1K ﹤0.01%
+28
2295
$1K ﹤0.01%
15
-3
2296
$1K ﹤0.01%
+14
2297
$1K ﹤0.01%
16
-1
2298
$1K ﹤0.01%
11
-22
2299
$1K ﹤0.01%
24
2300
$1K ﹤0.01%
5
90 91
92
93 94