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
2026
$3K ﹤0.01%
+64
2027
$3K ﹤0.01%
72
2028
$3K ﹤0.01%
65
2029
$3K ﹤0.01%
124
2030
$3K ﹤0.01%
123
+53
2031
$3K ﹤0.01%
66
-60
2032
$3K ﹤0.01%
66
-4
2033
$3K ﹤0.01%
142
-369
2034
$3K ﹤0.01%
49
2035
$3K ﹤0.01%
540
-250
2036
$3K ﹤0.01%
146
+55
2037
$3K ﹤0.01%
25
+3
2038
$3K ﹤0.01%
47
+3
2039
$3K ﹤0.01%
220
2040
$3K ﹤0.01%
76
+63
2041
$3K ﹤0.01%
56
2042
$3K ﹤0.01%
120
2043
$3K ﹤0.01%
71
-48
2044
$3K ﹤0.01%
99
2045
$3K ﹤0.01%
100
2046
$3K ﹤0.01%
54
+4
2047
$3K ﹤0.01%
26
2048
$3K ﹤0.01%
1,200
2049
$3K ﹤0.01%
27
2050
$3K ﹤0.01%
110
80 81
82
83 84