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
326
$366K 0.04%
4,260
+1
327
$365K 0.04%
4,249
-227
328
$363K 0.04%
2,860
+52
329
$363K 0.04%
4,071
+68
330
$360K 0.04%
5,014
-342
331
$358K 0.03%
12,015
-8,130
332
$357K 0.03%
9,168
+616
333
$356K 0.03%
14,600
334
$355K 0.03%
3,979
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335
$354K 0.03%
6,942
-802
336
$354K 0.03%
10,799
+3,640
337
$350K 0.03%
9,318
+3,645
338
$346K 0.03%
13,567
+61
339
$344K 0.03%
18,680
+2,310
340
$342K 0.03%
1,936
-29
341
$342K 0.03%
2,493
-198
342
$339K 0.03%
5,064
+313
343
$335K 0.03%
4,716
-50
344
$333K 0.03%
18,598
+1,390
345
$332K 0.03%
3,726
-1,111
346
$332K 0.03%
3,728
+82
347
$331K 0.03%
7,477
+2,762
348
$330K 0.03%
10,331
+1,684
349
$328K 0.03%
44,449
350
$327K 0.03%
15,621
-1,448
12 13
14
15 16