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
1176
$31K ﹤0.01%
718
+38
1177
$31K ﹤0.01%
1,465
-520
1178
$31K ﹤0.01%
660
+94
1179
$31K ﹤0.01%
2,012
+209
1180
$31K ﹤0.01%
385
-32
1181
$31K ﹤0.01%
626
+100
1182
$31K ﹤0.01%
1,100
1183
$31K ﹤0.01%
654
+189
1184
$31K ﹤0.01%
1,530
+1,518
1185
$31K ﹤0.01%
1,721
-329
1186
$31K ﹤0.01%
1,407
+22
1187
$31K ﹤0.01%
133
-171
1188
$31K ﹤0.01%
495
-114
1189
$30K ﹤0.01%
500
1190
$30K ﹤0.01%
4,514
+839
1191
$30K ﹤0.01%
690
1192
$30K ﹤0.01%
913
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1193
$30K ﹤0.01%
422
+6
1194
$30K ﹤0.01%
343
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1195
$30K ﹤0.01%
343
-5
1196
$30K ﹤0.01%
+1,010
1197
$30K ﹤0.01%
856
+183
1198
$30K ﹤0.01%
562
+253
1199
$30K ﹤0.01%
1,357
+443
1200
$30K ﹤0.01%
741
-134
46 47
48
49 50