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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
2301
$1K ﹤0.01%
33
2302
$1K ﹤0.01%
155
-229
2303
$1K ﹤0.01%
+80
2304
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2305
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2306
$1K ﹤0.01%
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2307
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2308
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2309
$1K ﹤0.01%
17
2310
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-9
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2314
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-135
2315
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2316
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2317
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2318
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-3
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2320
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-1
2321
$1K ﹤0.01%
11
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2322
$1K ﹤0.01%
24
2323
$1K ﹤0.01%
5
2324
$1K ﹤0.01%
+52
2325
$1K ﹤0.01%
85
91 92
93
94 95