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
801
$80K 0.01%
2,729
-161
802
$80K 0.01%
1,836
+1,800
803
$80K 0.01%
2,224
-876
804
$80K 0.01%
+1,670
805
$80K 0.01%
1,396
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806
$80K 0.01%
2,027
807
$79K 0.01%
5,578
+1,552
808
$79K 0.01%
13,444
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809
$79K 0.01%
2,434
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810
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-614
811
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1,292
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812
$79K 0.01%
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+2,156
813
$79K 0.01%
932
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814
$79K 0.01%
3,827
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$78K 0.01%
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816
$78K 0.01%
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817
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818
$78K 0.01%
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881
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820
$78K 0.01%
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821
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2,529
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822
$78K 0.01%
1,036
+93
823
$77K 0.01%
1,500
824
$77K 0.01%
1,777
825
$77K 0.01%
6,148
31 32
33
34 35