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
426
$237K 0.02%
10,712
427
$237K 0.02%
5,707
-20
428
$237K 0.02%
2,869
+33
429
$236K 0.02%
4,828
+69
430
$236K 0.02%
1,739
-835
431
$236K 0.02%
4,272
+3,496
432
$236K 0.02%
4,608
+222
433
$233K 0.02%
6,369
-3
434
$230K 0.02%
13,555
-745
435
$229K 0.02%
4,065
-196
436
$228K 0.02%
14,650
+610
437
$227K 0.02%
6,110
-1,727
438
$227K 0.02%
3,887
-940
439
$226K 0.02%
14,555
+73
440
$226K 0.02%
3,765
+1,478
441
$226K 0.02%
4,117
-1,234
442
$226K 0.02%
4,220
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443
$224K 0.02%
4,358
-48
444
$223K 0.02%
3,690
+1,484
445
$223K 0.02%
2,299
-1,026
446
$222K 0.02%
2,686
+1,281
447
$222K 0.02%
3,586
-710
448
$221K 0.02%
1,939
-104
449
$221K 0.02%
4,490
+32
450
$220K 0.02%
2,101
+496
16 17
18
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