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
251
$497K 0.05%
5,407
-113
252
$493K 0.05%
2,622
+417
253
$492K 0.05%
5,521
+595
254
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3,317
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255
$484K 0.05%
8,586
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256
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7,328
-1,292
257
$479K 0.05%
5,882
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258
$477K 0.05%
2,243
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259
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260
$474K 0.05%
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261
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262
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2,327
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263
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264
$471K 0.05%
22,126
+4,733
265
$470K 0.05%
16,546
266
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4,000
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267
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268
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269
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12,297
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270
$460K 0.04%
2,938
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271
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13,815
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272
$459K 0.04%
6,579
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273
$458K 0.04%
3,768
+366
274
$458K 0.04%
6,217
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275
$454K 0.04%
11,445
9 10
11
12 13