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%
201
+172
2002
$3K ﹤0.01%
118
-249
2003
$3K ﹤0.01%
222
+98
2004
$3K ﹤0.01%
44
2005
$3K ﹤0.01%
75
2006
$3K ﹤0.01%
142
2007
$3K ﹤0.01%
80
2008
$3K ﹤0.01%
247
-8
2009
$3K ﹤0.01%
73
2010
– –
0
2011
$3K ﹤0.01%
47
2012
$3K ﹤0.01%
78
-14
2013
$3K ﹤0.01%
56
+19
2014
$3K ﹤0.01%
51
2015
$3K ﹤0.01%
68
+9
2016
$3K ﹤0.01%
56
-136
2017
$3K ﹤0.01%
56
+4
2018
$3K ﹤0.01%
128
2019
– –
0
2020
$3K ﹤0.01%
53
2021
$3K ﹤0.01%
48
2022
$3K ﹤0.01%
174
2023
$3K ﹤0.01%
52
-1,554
2024
$3K ﹤0.01%
53
-11
2025
$3K ﹤0.01%
67
79 80
81
82 83