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
701
$104K 0.01%
1,970
+31
702
$104K 0.01%
4,545
-1,110
703
$103K 0.01%
1,528
-23
704
$103K 0.01%
2,455
-73
705
$103K 0.01%
5,096
+1,241
706
$103K 0.01%
24,700
707
$102K 0.01%
1,605
+384
708
$102K 0.01%
972
+304
709
$102K 0.01%
1,240
+450
710
$102K 0.01%
7,690
+158
711
$101K 0.01%
1,097
+386
712
$101K 0.01%
1,882
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713
$101K 0.01%
973
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714
$100K 0.01%
3,898
-160
715
$100K 0.01%
+1,809
716
$100K 0.01%
2,389
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717
$100K 0.01%
565
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$99K 0.01%
609
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719
$99K 0.01%
2,248
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720
$98K 0.01%
1,321
-555
721
$98K 0.01%
3,351
722
$98K 0.01%
1,982
-55
723
$97K 0.01%
3,636
-720
724
$97K 0.01%
2,650
+520
725
$97K 0.01%
2,181
-1,650
27 28
29
30 31