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
1001
$51K 0.01%
532
+104
1002
$51K 0.01%
1,892
1003
$51K 0.01%
2,787
-202
1004
$51K 0.01%
922
+77
1005
$51K 0.01%
871
-349
1006
$51K 0.01%
+4,767
1007
$50K ﹤0.01%
2,068
+14
1008
$50K ﹤0.01%
459
-51
1009
$50K ﹤0.01%
5,419
+3,562
1010
$50K ﹤0.01%
542
+148
1011
$50K ﹤0.01%
+2,145
1012
$50K ﹤0.01%
1,072
+740
1013
$50K ﹤0.01%
1,589
+15
1014
$50K ﹤0.01%
1,930
+353
1015
$50K ﹤0.01%
569
+377
1016
$50K ﹤0.01%
2,638
-697
1017
$50K ﹤0.01%
792
+37
1018
$49K ﹤0.01%
962
-549
1019
$49K ﹤0.01%
201
+50
1020
$49K ﹤0.01%
1,380
-2,245
1021
$49K ﹤0.01%
856
-27
1022
$49K ﹤0.01%
467
+123
1023
$49K ﹤0.01%
411
+40
1024
$49K ﹤0.01%
1,412
+220
1025
$48K ﹤0.01%
1,099
+145
39 40
41
42 43