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
1451
$14K ﹤0.01%
375
+21
1452
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490
1453
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550
1454
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338
-3
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452
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1461
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916
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355
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166
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1464
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279
+107
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442
+60
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141
+24
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507
+47
1468
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286
-1,893
1469
$14K ﹤0.01%
689
-69
1470
$14K ﹤0.01%
3,091
-2,488
1471
$14K ﹤0.01%
542
1472
$14K ﹤0.01%
+513
1473
$14K ﹤0.01%
514
-91
1474
$13K ﹤0.01%
308
1475
$13K ﹤0.01%
622
+108
57 58
59
60 61