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
1026
$48K ﹤0.01%
+2,286
1027
$48K ﹤0.01%
547
+534
1028
$48K ﹤0.01%
2,000
+1,000
1029
$48K ﹤0.01%
3,500
+290
1030
$47K ﹤0.01%
201
+25
1031
$47K ﹤0.01%
538
1032
$47K ﹤0.01%
1,130
-313
1033
$47K ﹤0.01%
1,996
+138
1034
$47K ﹤0.01%
1,677
-650
1035
$46K ﹤0.01%
920
+48
1036
$46K ﹤0.01%
2,570
+174
1037
$46K ﹤0.01%
2,087
+1,807
1038
$46K ﹤0.01%
2,165
-77
1039
$46K ﹤0.01%
2,101
-306
1040
$46K ﹤0.01%
913
+251
1041
$46K ﹤0.01%
785
-83
1042
$46K ﹤0.01%
+1,044
1043
$46K ﹤0.01%
1,291
+13
1044
$46K ﹤0.01%
11,023
-725
1045
$45K ﹤0.01%
5,473
-75
1046
$45K ﹤0.01%
1,310
-163
1047
$45K ﹤0.01%
1,904
+159
1048
$45K ﹤0.01%
3,122
+22
1049
$45K ﹤0.01%
1,200
1050
$45K ﹤0.01%
663
+204
40 41
42
43 44