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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
$1.03B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.23M
3
+$4.83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.49M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.49M

Top Sells

1
+$1.52M
2
+$1.14M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$968K
5
BX icon
Blackstone
BX
+$925K

Sector Composition

1 Financials 7.7%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.85%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-820
2502
– –
0
2503
– –
-1,800
2504
– –
0
2505
– –
0
2506
$0 ﹤0.01%
18
+8
2507
$0 ﹤0.01%
89
-1,909
2508
– –
0
2509
$0 ﹤0.01%
7
-2,101
2510
$0 ﹤0.01%
5
2511
$0 ﹤0.01%
+7
2512
– –
0
2513
– –
0
2514
$0 ﹤0.01%
+8
2515
– –
-100
2516
$0 ﹤0.01%
6
2517
$0 ﹤0.01%
+33
2518
$0 ﹤0.01%
11
2519
$0 ﹤0.01%
23
2520
$0 ﹤0.01%
6
2521
– –
-375
2522
– –
-12
2523
– –
0
2524
– –
0
2525
$0 ﹤0.01%
+36
99 100
101
102 103