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
926
$60K 0.01%
547
+57
927
$60K 0.01%
820
928
$60K 0.01%
+541
929
$60K 0.01%
528
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930
$59K 0.01%
751
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931
$59K 0.01%
489
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932
$59K 0.01%
470
+24
933
$59K 0.01%
554
+47
934
$59K 0.01%
1,217
935
$59K 0.01%
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936
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278
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937
$59K 0.01%
1,283
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938
$58K 0.01%
1,391
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939
$58K 0.01%
550
940
$58K 0.01%
1,107
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941
$58K 0.01%
1,830
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942
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2,546
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$58K 0.01%
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947
$58K 0.01%
882
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948
$57K 0.01%
2,525
+110
949
$57K 0.01%
962
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950
$57K 0.01%
3,295
+1,620
36 37
38
39 40