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
551
$167K 0.02%
1,073
+125
552
$167K 0.02%
2,818
+1,832
553
$167K 0.02%
1,932
+494
554
$166K 0.02%
2,578
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555
$166K 0.02%
964
+374
556
$166K 0.02%
7,806
+278
557
$166K 0.02%
2,097
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558
$165K 0.02%
28,550
+12,300
559
$164K 0.02%
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560
$164K 0.02%
528
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561
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3,125
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562
$163K 0.02%
1,881
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563
$162K 0.02%
788
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564
$162K 0.02%
4,574
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565
$160K 0.02%
807
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566
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10,891
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$159K 0.02%
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$158K 0.02%
22,800
569
$155K 0.02%
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$154K 0.02%
6,220
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$154K 0.02%
2,507
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572
$154K 0.02%
4,211
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573
$154K 0.02%
8,100
+1,027
574
$153K 0.01%
901
+241
575
$153K 0.01%
1,374
-2,162
21 22
23
24 25