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
1051
$45K ﹤0.01%
1,898
+336
1052
$45K ﹤0.01%
298
+105
1053
$45K ﹤0.01%
1,131
+847
1054
$45K ﹤0.01%
3,082
-949
1055
$44K ﹤0.01%
999
-174
1056
$44K ﹤0.01%
435
+218
1057
$44K ﹤0.01%
852
+83
1058
$44K ﹤0.01%
4,264
+24
1059
$44K ﹤0.01%
389
-1
1060
$44K ﹤0.01%
390
+55
1061
$44K ﹤0.01%
2,624
+213
1062
$43K ﹤0.01%
1,142
+278
1063
$43K ﹤0.01%
352
-23
1064
$43K ﹤0.01%
349
+130
1065
$43K ﹤0.01%
1,179
+105
1066
$43K ﹤0.01%
576
+525
1067
$43K ﹤0.01%
285
+28
1068
$43K ﹤0.01%
1,000
1069
$43K ﹤0.01%
2,271
+305
1070
$43K ﹤0.01%
1,632
+494
1071
$43K ﹤0.01%
2,048
+858
1072
$43K ﹤0.01%
379
+38
1073
$43K ﹤0.01%
1,987
-800
1074
$43K ﹤0.01%
2,268
+619
1075
$42K ﹤0.01%
684
-23
41 42
43
44 45