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 7.7%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.85%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$40K ﹤0.01%
699
+40
1102
$40K ﹤0.01%
619
-316
1103
$40K ﹤0.01%
1,247
-210
1104
$39K ﹤0.01%
1,675
1105
$39K ﹤0.01%
1,507
+945
1106
$39K ﹤0.01%
537
+214
1107
$39K ﹤0.01%
528
+13
1108
$39K ﹤0.01%
3,694
+1,556
1109
$39K ﹤0.01%
964
+185
1110
$38K ﹤0.01%
894
+254
1111
$38K ﹤0.01%
797
+418
1112
$38K ﹤0.01%
337
-803
1113
$38K ﹤0.01%
323
1114
$38K ﹤0.01%
1,735
-11
1115
$38K ﹤0.01%
800
1116
$38K ﹤0.01%
639
+106
1117
$38K ﹤0.01%
2,199
-3,232
1118
$38K ﹤0.01%
2,107
-327
1119
$38K ﹤0.01%
1,082
-125
1120
$38K ﹤0.01%
1,204
+350
1121
$38K ﹤0.01%
2,167
-94
1122
$38K ﹤0.01%
761
+123
1123
$37K ﹤0.01%
341
1124
$37K ﹤0.01%
2,314
1125
$37K ﹤0.01%
2,291
+358
43 44
45
46 47