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
851
$72K 0.01%
1,573
-355
852
$72K 0.01%
1,490
-363
853
$72K 0.01%
1,479
-174
854
$72K 0.01%
405
+204
855
$72K 0.01%
+2,575
856
$72K 0.01%
601
+10
857
$71K 0.01%
418
-147
858
$71K 0.01%
2,000
-628
859
$71K 0.01%
3,403
+25
860
$71K 0.01%
1,426
+960
861
$71K 0.01%
3,938
+1,709
862
$71K 0.01%
1,203
863
$71K 0.01%
1,988
-233
864
$71K 0.01%
623
+77
865
$71K 0.01%
4,170
-1,033
866
$71K 0.01%
2,028
+450
867
$70K 0.01%
2,813
868
$70K 0.01%
1,328
-200
869
$70K 0.01%
2,100
870
$70K 0.01%
+2,725
871
$70K 0.01%
945
+592
872
$69K 0.01%
844
+7
873
$69K 0.01%
1,950
874
$69K 0.01%
5,800
875
$68K 0.01%
20,000
33 34
35
36 37