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
1151
$35K ﹤0.01%
1,192
+413
1152
$34K ﹤0.01%
1,311
+144
1153
$34K ﹤0.01%
463
+34
1154
$34K ﹤0.01%
518
-1
1155
$34K ﹤0.01%
423
+19
1156
$34K ﹤0.01%
800
-500
1157
$33K ﹤0.01%
451
+51
1158
$33K ﹤0.01%
1,434
+676
1159
$33K ﹤0.01%
868
+173
1160
$33K ﹤0.01%
392
+170
1161
$33K ﹤0.01%
1,741
+683
1162
$33K ﹤0.01%
624
+132
1163
$32K ﹤0.01%
920
-968
1164
$32K ﹤0.01%
2,310
1165
$32K ﹤0.01%
862
-94
1166
$32K ﹤0.01%
5,590
+335
1167
$32K ﹤0.01%
1,546
-574
1168
$32K ﹤0.01%
600
1169
$32K ﹤0.01%
1,038
1170
$32K ﹤0.01%
605
+91
1171
$31K ﹤0.01%
286
+19
1172
$31K ﹤0.01%
2,138
+1,135
1173
$31K ﹤0.01%
432
+146
1174
$31K ﹤0.01%
660
1175
$31K ﹤0.01%
+464
45 46
47
48 49