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
1426
$15K ﹤0.01%
+861
1427
$15K ﹤0.01%
318
+23
1428
$15K ﹤0.01%
408
1429
$15K ﹤0.01%
470
1430
$15K ﹤0.01%
198
+65
1431
$15K ﹤0.01%
160
+82
1432
$15K ﹤0.01%
69
-3
1433
$15K ﹤0.01%
297
-22
1434
$15K ﹤0.01%
1,092
+54
1435
$15K ﹤0.01%
1,068
+18
1436
$15K ﹤0.01%
290
+27
1437
$15K ﹤0.01%
90
-6
1438
$15K ﹤0.01%
375
1439
$15K ﹤0.01%
272
-2
1440
$15K ﹤0.01%
495
+70
1441
$15K ﹤0.01%
568
1442
$15K ﹤0.01%
+292
1443
$15K ﹤0.01%
969
+25
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%
+251
1449
$14K ﹤0.01%
1,522
+905
1450
$14K ﹤0.01%
291
-58
56 57
58
59 60