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
451
$219K 0.02%
1,278
+583
452
$217K 0.02%
6,282
+1,684
453
$216K 0.02%
6,950
454
$216K 0.02%
15,959
-5,591
455
$216K 0.02%
4,029
+7
456
$215K 0.02%
4,943
+257
457
$215K 0.02%
7,655
-470
458
$213K 0.02%
3,224
+26
459
$213K 0.02%
4,269
+4,147
460
$213K 0.02%
2,425
+1,259
461
$213K 0.02%
3,751
-244
462
$212K 0.02%
1,290
+619
463
$212K 0.02%
11,094
+394
464
$211K 0.02%
1,836
+65
465
$211K 0.02%
5,605
+2,486
466
$211K 0.02%
532
-32
467
$211K 0.02%
1,499
-424
468
$211K 0.02%
7,116
469
$210K 0.02%
2,929
-321
470
$210K 0.02%
3,927
+11
471
$210K 0.02%
3,466
+13
472
$210K 0.02%
2,909
+18
473
$209K 0.02%
1,184
+13
474
$208K 0.02%
4,569
+10
475
$207K 0.02%
3,679
-206
17 18
19
20 21