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
1401
$16K ﹤0.01%
561
+226
1402
$16K ﹤0.01%
71
+1
1403
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74
+35
1404
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700
1405
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492
+34
1406
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110
+15
1407
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399
-125
1408
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17
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1409
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211
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1410
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511
1411
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353
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1412
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1,000
1413
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159
1414
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157
+1
1415
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3
1416
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622
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1417
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468
1418
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1,000
1419
$15K ﹤0.01%
+292
1420
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969
+25
1421
$15K ﹤0.01%
1,068
+18
1422
$15K ﹤0.01%
290
+27
1423
$15K ﹤0.01%
90
-6
1424
$15K ﹤0.01%
375
1425
$15K ﹤0.01%
186
+14
55 56
57
58 59