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
1126
$37K ﹤0.01%
2,291
+358
1127
$37K ﹤0.01%
1,996
1128
$37K ﹤0.01%
1,308
+156
1129
$37K ﹤0.01%
1,635
-656
1130
$37K ﹤0.01%
380
+262
1131
$37K ﹤0.01%
696
+17
1132
$36K ﹤0.01%
1,793
+704
1133
$36K ﹤0.01%
806
+71
1134
$36K ﹤0.01%
343
+54
1135
$36K ﹤0.01%
1,194
+293
1136
$36K ﹤0.01%
306
+164
1137
$36K ﹤0.01%
1,372
+695
1138
$36K ﹤0.01%
728
+141
1139
$36K ﹤0.01%
1,735
+11
1140
$35K ﹤0.01%
415
+98
1141
$35K ﹤0.01%
9,424
-371
1142
$35K ﹤0.01%
502
+316
1143
$35K ﹤0.01%
719
+687
1144
$35K ﹤0.01%
5,960
+893
1145
$35K ﹤0.01%
441
+274
1146
$35K ﹤0.01%
372
+27
1147
$35K ﹤0.01%
640
-48
1148
$35K ﹤0.01%
472
-4
1149
$35K ﹤0.01%
801
+1
1150
$35K ﹤0.01%
457
44 45
46
47 48