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
1401
$16K ﹤0.01%
492
+34
1402
$16K ﹤0.01%
110
+15
1403
$16K ﹤0.01%
399
-125
1404
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17
+15
1405
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211
+57
1406
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511
1407
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353
+141
1408
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1,000
1409
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159
1410
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157
+1
1411
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3
1412
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622
+122
1413
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468
1414
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1,000
1415
$16K ﹤0.01%
962
+71
1416
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432
1417
$16K ﹤0.01%
1,112
-135
1418
$16K ﹤0.01%
306
+39
1419
$15K ﹤0.01%
186
+14
1420
$15K ﹤0.01%
170
+53
1421
$15K ﹤0.01%
249
-4
1422
$15K ﹤0.01%
706
1423
$15K ﹤0.01%
271
1424
$15K ﹤0.01%
1,048
+13
1425
$15K ﹤0.01%
221
55 56
57
58 59