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
526
$182K 0.02%
1,267
+443
527
$180K 0.02%
4,426
-34
528
$178K 0.02%
1,435
-104
529
$178K 0.02%
3,634
-1,172
530
$178K 0.02%
3,522
+2,919
531
$176K 0.02%
7,650
-3,580
532
$176K 0.02%
5,695
+1,687
533
$175K 0.02%
3,656
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534
$175K 0.02%
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-254
535
$175K 0.02%
9,233
+8
536
$174K 0.02%
1,034
+74
537
$173K 0.02%
6,103
-1,100
538
$173K 0.02%
2,945
-55
539
$173K 0.02%
2,678
+1,152
540
$173K 0.02%
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-149
541
$172K 0.02%
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$171K 0.02%
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543
$171K 0.02%
4,713
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544
$171K 0.02%
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545
$170K 0.02%
7,451
-139
546
$169K 0.02%
1,288
+209
547
$168K 0.02%
6,121
+1,780
548
$167K 0.02%
4,110
-153
549
$167K 0.02%
8,801
+1,024
550
$167K 0.02%
4,790
+3,395
20 21
22
23 24