WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$10.8M
2
+$5.23M
3
+$4.83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.49M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.49M

Top Sells

1
+$1.52M
2
+$1.14M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$968K
5
BX icon
Blackstone
BX
+$925K

Sector Composition

1 Financials 7.7%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.85%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$68K 0.01%
9,124
-1,756
877
$68K 0.01%
2,003
+1,003
878
$68K 0.01%
1,066
+73
879
$68K 0.01%
1,610
+782
880
$67K 0.01%
1,259
881
$67K 0.01%
703
-2,692
882
$67K 0.01%
1,009
+95
883
$67K 0.01%
1,610
+525
884
$67K 0.01%
597
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885
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4,202
886
$67K 0.01%
2,302
+107
887
$66K 0.01%
972
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888
$66K 0.01%
506
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889
$66K 0.01%
376
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890
$66K 0.01%
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895
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1,067
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897
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1,148
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$65K 0.01%
498
-129
899
$65K 0.01%
+2,500
900
$65K 0.01%
1,253
+616
34 35
36
37 38