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
1251
$25K ﹤0.01%
308
-127
1252
$25K ﹤0.01%
+1,000
1253
$25K ﹤0.01%
501
+13
1254
$25K ﹤0.01%
526
-124
1255
$25K ﹤0.01%
700
1256
$25K ﹤0.01%
630
-5
1257
$25K ﹤0.01%
796
+221
1258
$25K ﹤0.01%
+1,250
1259
$25K ﹤0.01%
295
+17
1260
$25K ﹤0.01%
355
+163
1261
$25K ﹤0.01%
2,354
+131
1262
$25K ﹤0.01%
828
+160
1263
$25K ﹤0.01%
657
+109
1264
$25K ﹤0.01%
169
+13
1265
$25K ﹤0.01%
1,773
-60
1266
$24K ﹤0.01%
1,174
1267
$24K ﹤0.01%
799
-88
1268
$24K ﹤0.01%
2,008
1269
$24K ﹤0.01%
2,826
+1,408
1270
$24K ﹤0.01%
1,980
+160
1271
$24K ﹤0.01%
451
+90
1272
$24K ﹤0.01%
319
-22
1273
$24K ﹤0.01%
1,006
+324
1274
$24K ﹤0.01%
808
+335
1275
$23K ﹤0.01%
3,990
49 50
51
52 53