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
676
$110K 0.01%
2,463
+1,354
677
$110K 0.01%
7,635
-6,122
678
$109K 0.01%
5,168
+29
679
$109K 0.01%
6,448
-280
680
$109K 0.01%
11,367
-156
681
$109K 0.01%
1,688
+192
682
$108K 0.01%
1,707
-1,054
683
$108K 0.01%
8,616
+42
684
$108K 0.01%
2,657
-526
685
$108K 0.01%
+4,000
686
$107K 0.01%
+2,330
687
$107K 0.01%
1,179
+177
688
$107K 0.01%
2,265
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689
$107K 0.01%
914
690
$107K 0.01%
2,200
691
$106K 0.01%
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692
$106K 0.01%
850
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$106K 0.01%
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-309
694
$105K 0.01%
2,892
-137
695
$105K 0.01%
3,480
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696
$105K 0.01%
836
-555
697
$104K 0.01%
2,021
-834
698
$104K 0.01%
2,516
+538
699
$104K 0.01%
1,283
+799
700
$104K 0.01%
1,656
-408
26 27
28
29 30