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
26
$6.93M 0.67%
56,063
-385
27
$6.65M 0.65%
193,491
+1,665
28
$6.52M 0.63%
63,915
+11,095
29
$6.51M 0.63%
41,176
+29,123
30
$6.38M 0.62%
45,690
+2,926
31
$6.34M 0.62%
75,772
+4,577
32
$5.51M 0.54%
15,941
+10,960
33
$5.46M 0.53%
43,927
+870
34
$5.23M 0.51%
43,596
+6,104
35
$5.18M 0.5%
106,006
+4,452
36
$5.13M 0.5%
47,924
+3,142
37
$4.8M 0.47%
91,240
+13,700
38
$4.62M 0.45%
157,179
+149
39
$4.58M 0.45%
30,258
-405
40
$4.55M 0.44%
49,549
+7,211
41
$4.33M 0.42%
74,120
+13,360
42
$4.26M 0.41%
+38,153
43
$4.2M 0.41%
21,321
+367
44
$4.04M 0.39%
27,579
+4,233
45
$3.97M 0.39%
114,146
-701
46
$3.9M 0.38%
74,640
+12,300
47
$3.78M 0.37%
33,124
+4,813
48
$3.62M 0.35%
26,336
+4,102
49
$3.57M 0.35%
20,213
+4,060
50
$3.56M 0.35%
28,463
+1,271
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