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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
2276
$2K ﹤0.01%
204
+25
2277
$2K ﹤0.01%
39
+6
2278
– –
0
2279
$2K ﹤0.01%
48
+13
2280
$2K ﹤0.01%
164
+78
2281
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93
+15
2282
$1K ﹤0.01%
+28
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$1K ﹤0.01%
37
-3
2284
$1K ﹤0.01%
211
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2285
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3
2286
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2287
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2288
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2289
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2290
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2
2291
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+51
2292
$1K ﹤0.01%
16
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2293
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2294
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20
2295
$1K ﹤0.01%
63
+23
2296
$1K ﹤0.01%
200
2297
– –
0
2298
$1K ﹤0.01%
22
-104
2299
$1K ﹤0.01%
42
2300
$1K ﹤0.01%
21
90 91
92
93 94