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
1076
$42K ﹤0.01%
+1,447
1077
$42K ﹤0.01%
1,073
+256
1078
$42K ﹤0.01%
639
+405
1079
$42K ﹤0.01%
1,223
+85
1080
$42K ﹤0.01%
1,135
1081
$41K ﹤0.01%
864
-322
1082
$41K ﹤0.01%
1,231
1083
$41K ﹤0.01%
5,000
-6,032
1084
$41K ﹤0.01%
2,673
+846
1085
$41K ﹤0.01%
+1,032
1086
$41K ﹤0.01%
2,294
+154
1087
$41K ﹤0.01%
66
1088
$41K ﹤0.01%
1,247
+418
1089
$41K ﹤0.01%
1,858
+243
1090
$41K ﹤0.01%
336
+128
1091
$41K ﹤0.01%
+720
1092
$41K ﹤0.01%
803
+221
1093
$40K ﹤0.01%
+1,710
1094
$40K ﹤0.01%
801
-1,081
1095
$40K ﹤0.01%
1,517
+66
1096
$40K ﹤0.01%
699
+40
1097
$40K ﹤0.01%
619
-316
1098
$40K ﹤0.01%
1,247
-210
1099
$40K ﹤0.01%
616
+204
1100
$40K ﹤0.01%
838
+211
42 43
44
45 46