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
76
$2.13M 0.21%
35,478
+1,854
77
$2.13M 0.21%
15,888
+1,455
78
$2.1M 0.2%
63,750
+10,203
79
$2.08M 0.2%
12,107
+11
80
$2.08M 0.2%
8,327
-17
81
$2.06M 0.2%
69,884
+5,190
82
$2.01M 0.2%
6,821
+146
83
$2.01M 0.2%
18,983
+395
84
$1.97M 0.19%
13,410
+1,441
85
$1.93M 0.19%
33,588
+6,306
86
$1.9M 0.18%
36,993
+3,772
87
$1.87M 0.18%
3,636
+356
88
$1.82M 0.18%
38,592
+3,021
89
$1.82M 0.18%
22,669
+1,998
90
$1.79M 0.17%
2,834
-4
91
$1.75M 0.17%
44,724
+932
92
$1.72M 0.17%
31,294
-4,572
93
$1.69M 0.16%
22,703
+1,733
94
$1.61M 0.16%
33,302
-29,599
95
$1.56M 0.15%
190,000
96
$1.56M 0.15%
12,385
+521
97
$1.55M 0.15%
8,350
-62
98
$1.54M 0.15%
57,238
+5,084
99
$1.53M 0.15%
22,730
+3,347
100
$1.53M 0.15%
12,676
-1,476
2 3
4
5 6