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
126
$1.12M 0.11%
7,735
+562
127
$1.07M 0.1%
14,163
-1,354
128
$1.06M 0.1%
17,344
-676
129
$1.05M 0.1%
13,716
-111
130
$1.05M 0.1%
5,144
+638
131
$1.05M 0.1%
6,074
+1,651
132
$1.05M 0.1%
14,214
+1,866
133
$1.04M 0.1%
7,586
-773
134
$1.02M 0.1%
9,571
-572
135
$1.02M 0.1%
7,602
+1,505
136
$1.02M 0.1%
26,620
+8,920
137
$1.01M 0.1%
15,164
-529
138
$985K 0.1%
11,284
+39
139
$961K 0.09%
4,896
+579
140
$952K 0.09%
14,132
-2,877
141
$942K 0.09%
5,045
-695
142
$939K 0.09%
7,881
+1,421
143
$933K 0.09%
9,397
+612
144
$930K 0.09%
8,744
-681
145
$913K 0.09%
26,303
+21,438
146
$912K 0.09%
188,600
+27,040
147
$907K 0.09%
5,755
+1,463
148
$906K 0.09%
24,100
149
$897K 0.09%
65,572
-5,736
150
$882K 0.09%
12,306
+48
4 5
6
7 8