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 7.7%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.85%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$206K 0.02%
3,978
-66
477
$205K 0.02%
4,062
+212
478
$204K 0.02%
3,340
-10
479
$204K 0.02%
3,629
-382
480
$204K 0.02%
10,864
+3,110
481
$203K 0.02%
6,875
482
$203K 0.02%
3,307
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483
$203K 0.02%
1,890
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484
$203K 0.02%
5,267
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485
$202K 0.02%
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486
$202K 0.02%
7,045
487
$202K 0.02%
1,678
-85
488
$201K 0.02%
4,887
-752
489
$201K 0.02%
11,343
-162
490
$200K 0.02%
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-494
491
$200K 0.02%
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$199K 0.02%
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493
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11,509
494
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9,434
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495
$198K 0.02%
2,992
-58
496
$198K 0.02%
1,806
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497
$197K 0.02%
14,030
-663
498
$195K 0.02%
2,810
-410
499
$194K 0.02%
1,776
-16
500
$194K 0.02%
2,527
+410
18 19
20
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