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
101
$1.49M 0.15%
31,641
+1,769
102
$1.48M 0.14%
28,456
+533
103
$1.45M 0.14%
13,843
+1,156
104
$1.43M 0.14%
15,369
+2,983
105
$1.42M 0.14%
263,711
+7,643
106
$1.42M 0.14%
11,696
+1,357
107
$1.39M 0.13%
9,556
+170
108
$1.31M 0.13%
21,023
-1,435
109
$1.31M 0.13%
41,202
+180
110
$1.29M 0.13%
7,837
-902
111
$1.26M 0.12%
25,000
112
$1.23M 0.12%
7,081
+992
113
$1.23M 0.12%
22,926
+679
114
$1.22M 0.12%
12,007
+3,784
115
$1.2M 0.12%
10,807
+1,057
116
$1.19M 0.12%
16,439
-2,574
117
$1.18M 0.11%
12,457
-442
118
$1.18M 0.11%
33,174
-4,884
119
$1.16M 0.11%
8,139
+975
120
$1.16M 0.11%
4,539
+704
121
$1.16M 0.11%
14,432
+374
122
$1.13M 0.11%
44,150
+11,430
123
$1.12M 0.11%
19,698
+696
124
$1.12M 0.11%
7,661
+26
125
$1.12M 0.11%
18,832
+1,080
3 4
5
6 7