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
51
$3.54M 0.34%
16,049
+2,270
52
$3.52M 0.34%
76,355
+1,605
53
$3.45M 0.34%
124,478
+10,956
54
$3.45M 0.34%
75,182
+1,327
55
$3.32M 0.32%
30,842
+1,702
56
$3.08M 0.3%
16,261
+705
57
$3M 0.29%
55,972
+2,323
58
$2.96M 0.29%
77,297
+5,011
59
$2.92M 0.28%
40,843
+2,530
60
$2.84M 0.28%
74,740
+1,080
61
$2.83M 0.28%
13,541
+131
62
$2.82M 0.27%
73,908
+1,924
63
$2.8M 0.27%
18,831
+1,384
64
$2.78M 0.27%
45,756
+8,350
65
$2.77M 0.27%
80,711
-12,314
66
$2.6M 0.25%
31,334
+4,627
67
$2.56M 0.25%
38,809
+2,474
68
$2.49M 0.24%
24,668
-1,388
69
$2.42M 0.24%
60,505
+11,484
70
$2.4M 0.23%
24,808
-638
71
$2.4M 0.23%
27,978
+3,478
72
$2.29M 0.22%
34,864
-456
73
$2.27M 0.22%
27,196
-2,269
74
$2.19M 0.21%
26,564
+1,711
75
$2.15M 0.21%
18,788
-2,231
1 2
3
4 5