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
626
$127K 0.01%
1,290
-90
627
$127K 0.01%
1,989
+124
628
$126K 0.01%
6,635
+645
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$126K 0.01%
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$125K 0.01%
931
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631
$125K 0.01%
11,564
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632
$125K 0.01%
11,652
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633
$125K 0.01%
2,079
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634
$124K 0.01%
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635
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636
$123K 0.01%
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637
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638
$121K 0.01%
4,258
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639
$121K 0.01%
27,644
640
$121K 0.01%
3,346
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643
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644
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810
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$119K 0.01%
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-23
646
$119K 0.01%
10,672
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647
$119K 0.01%
897
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648
$118K 0.01%
4,484
-98
649
$118K 0.01%
475
+171
650
$118K 0.01%
9,822
+252
24 25
26
27 28