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 7.7%
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
1376
$17K ﹤0.01%
535
+140
1377
$17K ﹤0.01%
1,368
1378
$17K ﹤0.01%
1,013
1379
$17K ﹤0.01%
315
+52
1380
$17K ﹤0.01%
714
-90
1381
$17K ﹤0.01%
1,179
-162
1382
$17K ﹤0.01%
662
+42
1383
$17K ﹤0.01%
1,048
-356
1384
$17K ﹤0.01%
290
1385
$17K ﹤0.01%
690
1386
$17K ﹤0.01%
728
+23
1387
$17K ﹤0.01%
1,163
-214
1388
$17K ﹤0.01%
550
1389
$16K ﹤0.01%
101
1390
$16K ﹤0.01%
553
+54
1391
$16K ﹤0.01%
8,774
1392
$16K ﹤0.01%
230
+28
1393
$16K ﹤0.01%
2,244
+196
1394
$16K ﹤0.01%
341
+121
1395
$16K ﹤0.01%
454
1396
$16K ﹤0.01%
561
+226
1397
$16K ﹤0.01%
71
+1
1398
$16K ﹤0.01%
74
+35
1399
$16K ﹤0.01%
642
1400
$16K ﹤0.01%
700
54 55
56
57 58