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
1226
$28K ﹤0.01%
1,142
1227
$28K ﹤0.01%
1,355
+149
1228
$27K ﹤0.01%
622
+74
1229
$27K ﹤0.01%
488
+4
1230
$27K ﹤0.01%
893
+34
1231
$27K ﹤0.01%
2,028
+19
1232
$27K ﹤0.01%
220
+210
1233
$27K ﹤0.01%
411
+68
1234
$27K ﹤0.01%
396
+34
1235
$27K ﹤0.01%
729
+345
1236
$27K ﹤0.01%
807
1237
$27K ﹤0.01%
1,270
1238
$27K ﹤0.01%
495
+252
1239
$27K ﹤0.01%
891
+120
1240
$26K ﹤0.01%
1,105
+741
1241
$26K ﹤0.01%
2,044
+207
1242
$26K ﹤0.01%
299
+32
1243
$26K ﹤0.01%
1,740
1244
$26K ﹤0.01%
1,840
+101
1245
$26K ﹤0.01%
1,218
+228
1246
$26K ﹤0.01%
394
+5
1247
$26K ﹤0.01%
687
+138
1248
$26K ﹤0.01%
610
1249
$26K ﹤0.01%
785
+143
1250
$25K ﹤0.01%
707
+38
48 49
50
51 52