WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$10.8M
2
+$5.23M
3
+$4.83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.49M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.49M

Top Sells

1
+$1.52M
2
+$1.14M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$968K
5
BX icon
Blackstone
BX
+$925K

Sector Composition

1 Financials 7.7%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.85%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$23K ﹤0.01%
233
+106
1277
$23K ﹤0.01%
801
-93
1278
$23K ﹤0.01%
600
1279
$23K ﹤0.01%
443
+7
1280
$23K ﹤0.01%
1,150
-140
1281
$23K ﹤0.01%
3,990
1282
$23K ﹤0.01%
579
+59
1283
$23K ﹤0.01%
372
+154
1284
$23K ﹤0.01%
902
+138
1285
$23K ﹤0.01%
1,086
-990
1286
$23K ﹤0.01%
162
+47
1287
$23K ﹤0.01%
110
+15
1288
$23K ﹤0.01%
6,256
+662
1289
$23K ﹤0.01%
1,076
+178
1290
$23K ﹤0.01%
527
+524
1291
$23K ﹤0.01%
1,097
+116
1292
$22K ﹤0.01%
552
1293
$22K ﹤0.01%
696
1294
$22K ﹤0.01%
258
1295
$22K ﹤0.01%
941
+7
1296
$22K ﹤0.01%
457
1297
$22K ﹤0.01%
1,631
+19
1298
$22K ﹤0.01%
634
-500
1299
$22K ﹤0.01%
231
-7
1300
$22K ﹤0.01%
363
-306
50 51
52
53 54