WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.33M
3
+$4.91M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.61M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.56M

Top Sells

1
+$1.43M
2
+$1.16M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$980K
5
BX icon
Blackstone
BX
+$910K

Sector Composition

1 Financials 7.69%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.84%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$583K 0.06%
8,264
+69
227
$582K 0.06%
1,813
+148
228
$579K 0.06%
333
+132
229
$575K 0.06%
4,629
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230
$567K 0.06%
35,385
-7,425
231
$566K 0.06%
13,273
-562
232
$557K 0.05%
8,620
+313
233
$552K 0.05%
5,329
+494
234
$549K 0.05%
15,565
+1,088
235
$546K 0.05%
28,440
+5,620
236
$543K 0.05%
29,790
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237
$540K 0.05%
6,939
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238
$539K 0.05%
2,080
+171
239
$538K 0.05%
1,711
-125
240
$538K 0.05%
9,741
+2,460
241
$532K 0.05%
13,270
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242
$532K 0.05%
9,917
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243
$531K 0.05%
21,789
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244
$526K 0.05%
19,829
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245
$523K 0.05%
7,008
-85
246
$521K 0.05%
1,696
+321
247
$520K 0.05%
2,740
-247
248
$520K 0.05%
7,884
249
$509K 0.05%
12,425
-517
250
$508K 0.05%
17,081
+5,255
8 9
10
11 12