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
1276
$23K ﹤0.01%
579
+59
1277
$23K ﹤0.01%
372
+154
1278
$23K ﹤0.01%
902
+138
1279
$23K ﹤0.01%
1,086
-990
1280
$23K ﹤0.01%
162
+47
1281
$23K ﹤0.01%
110
+15
1282
$23K ﹤0.01%
6,256
+662
1283
$23K ﹤0.01%
1,076
+178
1284
$23K ﹤0.01%
527
+524
1285
$23K ﹤0.01%
610
+58
1286
$23K ﹤0.01%
233
+106
1287
$23K ﹤0.01%
801
-93
1288
$23K ﹤0.01%
600
1289
$23K ﹤0.01%
443
+7
1290
$23K ﹤0.01%
1,150
-140
1291
$23K ﹤0.01%
1,097
+116
1292
$22K ﹤0.01%
941
+7
1293
$22K ﹤0.01%
457
1294
$22K ﹤0.01%
1,631
+19
1295
$22K ﹤0.01%
634
-500
1296
$22K ﹤0.01%
231
-7
1297
$22K ﹤0.01%
363
-306
1298
$22K ﹤0.01%
205
-29
1299
$22K ﹤0.01%
552
1300
$22K ﹤0.01%
696
50 51
52
53 54