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
1426
$15K ﹤0.01%
170
+53
1427
$15K ﹤0.01%
249
-4
1428
$15K ﹤0.01%
706
1429
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271
1430
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1,048
+13
1431
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221
1432
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+861
1433
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318
+23
1434
$15K ﹤0.01%
408
1435
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470
1436
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198
+65
1437
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160
+82
1438
$15K ﹤0.01%
69
-3
1439
$15K ﹤0.01%
297
-22
1440
$15K ﹤0.01%
1,092
+54
1441
$15K ﹤0.01%
272
-2
1442
$15K ﹤0.01%
495
+70
1443
$15K ﹤0.01%
568
1444
$15K ﹤0.01%
300
1445
$15K ﹤0.01%
285
+33
1446
$15K ﹤0.01%
987
+18
1447
$15K ﹤0.01%
37,651
-79,219
1448
$14K ﹤0.01%
689
-69
1449
$14K ﹤0.01%
3,091
-2,488
1450
$14K ﹤0.01%
542
56 57
58
59 60