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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
2001
$3K ﹤0.01%
23
+6
2002
$3K ﹤0.01%
178
2003
$3K ﹤0.01%
158
-77
2004
$3K ﹤0.01%
117
+48
2005
$3K ﹤0.01%
29
2006
$3K ﹤0.01%
74
2007
$3K ﹤0.01%
117
+7
2008
$3K ﹤0.01%
98
2009
$3K ﹤0.01%
169
-115
2010
$3K ﹤0.01%
163
-27
2011
$3K ﹤0.01%
79
-12
2012
$3K ﹤0.01%
60
+12
2013
$3K ﹤0.01%
45
+5
2014
$3K ﹤0.01%
343
2015
$3K ﹤0.01%
201
+172
2016
$3K ﹤0.01%
118
-249
2017
$3K ﹤0.01%
234
2018
– –
0
2019
$3K ﹤0.01%
154
2020
$3K ﹤0.01%
+100
2021
$3K ﹤0.01%
43
+22
2022
$3K ﹤0.01%
163
2023
$3K ﹤0.01%
124
-420
2024
$3K ﹤0.01%
60
2025
$3K ﹤0.01%
92
79 80
81
82 83