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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
2526
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0
2527
$0 ﹤0.01%
3
2528
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+54
2529
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13
-2
2530
$0 ﹤0.01%
3
-250
2531
$0 ﹤0.01%
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-1,198
2532
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2534
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-4
2535
$0 ﹤0.01%
4
2536
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2537
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2538
$0 ﹤0.01%
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2539
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2540
$0 ﹤0.01%
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2541
$0 ﹤0.01%
4
-621
2542
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2543
$0 ﹤0.01%
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2544
$0 ﹤0.01%
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2545
$0 ﹤0.01%
+28
2546
– –
-95
2547
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-35
2548
– –
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$0 ﹤0.01%
23
+17
2550
– –
-6
100 101
102
103 104