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 4.58%
5 Communication Services 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
118
-249
2027
$3K ﹤0.01%
234
2028
– –
0
2029
$3K ﹤0.01%
154
2030
$3K ﹤0.01%
+100
2031
$3K ﹤0.01%
43
+22
2032
$3K ﹤0.01%
163
2033
$3K ﹤0.01%
124
-420
2034
$3K ﹤0.01%
60
2035
$3K ﹤0.01%
92
2036
$3K ﹤0.01%
514
2037
$3K ﹤0.01%
565
2038
$3K ﹤0.01%
72
+4
2039
– –
0
2040
$3K ﹤0.01%
118
+75
2041
$3K ﹤0.01%
47
2042
$3K ﹤0.01%
17
-2
2043
$3K ﹤0.01%
76
-8
2044
$3K ﹤0.01%
69
2045
$3K ﹤0.01%
109
-85
2046
$3K ﹤0.01%
92
-11
2047
$3K ﹤0.01%
111
2048
$3K ﹤0.01%
102
2049
$3K ﹤0.01%
222
+98
2050
$3K ﹤0.01%
44
80 81
82
83 84