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
1201
$29K ﹤0.01%
304
-538
1202
$29K ﹤0.01%
284
+128
1203
$29K ﹤0.01%
700
1204
$29K ﹤0.01%
465
+33
1205
$29K ﹤0.01%
3,442
-156
1206
$29K ﹤0.01%
311
-48
1207
$29K ﹤0.01%
1,376
+235
1208
$29K ﹤0.01%
268
+24
1209
$29K ﹤0.01%
611
-34
1210
$29K ﹤0.01%
+310
1211
$29K ﹤0.01%
266
1212
$29K ﹤0.01%
246
+6
1213
$29K ﹤0.01%
1,152
+275
1214
$29K ﹤0.01%
2,500
+501
1215
$29K ﹤0.01%
1,028
+768
1216
$29K ﹤0.01%
1,022
-81
1217
$28K ﹤0.01%
187
-30
1218
$28K ﹤0.01%
282
-100
1219
$28K ﹤0.01%
450
1220
$28K ﹤0.01%
2,250
+28
1221
$28K ﹤0.01%
635
+166
1222
$28K ﹤0.01%
250
-107
1223
$28K ﹤0.01%
345
+44
1224
$28K ﹤0.01%
760
+128
1225
$28K ﹤0.01%
2,320
+22
47 48
49
50 51