We are live on ! Find out more
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
2576
– –
0
2577
$0 ﹤0.01%
16
2578
– –
0
2579
– –
0
2580
$0 ﹤0.01%
8
2581
– –
-163
2582
$0 ﹤0.01%
+25
2583
$0 ﹤0.01%
+4
2584
$0 ﹤0.01%
+16
2585
$0 ﹤0.01%
+10
2586
$0 ﹤0.01%
21
+8
2587
– –
-3,560
2588
$0 ﹤0.01%
7
2589
$0 ﹤0.01%
7
2590
– –
0
2591
$0 ﹤0.01%
49
2592
$0 ﹤0.01%
6
2593
$0 ﹤0.01%
+4
2594
– –
-17
2595
– –
-364
2596
– –
0
2597
$0 ﹤0.01%
15
+7
2598
– –
-12
2599
$0 ﹤0.01%
+4
2600
– –
0
102 103
104
105 106