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
501
$194K 0.02%
3,732
-3,772
502
$192K 0.02%
9,051
-163
503
$192K 0.02%
6,310
-240
504
$191K 0.02%
773
+3
505
$190K 0.02%
5,018
+40
506
$190K 0.02%
2,065
+1,030
507
$190K 0.02%
3,185
-507
508
$190K 0.02%
6,232
+40
509
$189K 0.02%
1,694
+625
510
$189K 0.02%
2,316
-64
511
$189K 0.02%
5,958
+1,071
512
$188K 0.02%
1,265
513
$187K 0.02%
5,367
-1,784
514
$186K 0.02%
1,403
+19
515
$186K 0.02%
4,325
+1,362
516
$186K 0.02%
13,592
+16
517
$186K 0.02%
5,426
-3,238
518
$185K 0.02%
2,925
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519
$185K 0.02%
1,844
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520
$185K 0.02%
3,250
+2
521
$185K 0.02%
2,205
-2,096
522
$185K 0.02%
2,928
+71
523
$184K 0.02%
1,868
+230
524
$182K 0.02%
5,995
-1,002
525
$182K 0.02%
4,420
+17
19 20
21
22 23