WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+4.85%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$110M
(+12%)
Cap. Flow
+$72.3M
Cap. Flow
% of AUM
7.03%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
2,761
New
233
Increased
1,340
Reduced
620
Closed
105
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.33M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.91M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$4.61M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.56M |
Top Sells
| 1 |
VSE Corp
VSEC
|
+$1.43M |
| 2 |
Direxion Daily Technology Bull 3x Shares
TECL
|
+$1.16M |
| 3 |
ANCX
Access National Corporation
ANCX
|
+$1.11M |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$980K |
| 5 |
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% |
