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
1501
$13K ﹤0.01%
150
-15
1502
$13K ﹤0.01%
260
1503
$13K ﹤0.01%
525
1504
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232
-16
1505
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509
1506
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241
+102
1507
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171
+73
1508
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348
+8
1509
$12K ﹤0.01%
185
+8
1510
$12K ﹤0.01%
961
+384
1511
$12K ﹤0.01%
389
+118
1512
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290
1513
$12K ﹤0.01%
63
+14
1514
$12K ﹤0.01%
141
+116
1515
$12K ﹤0.01%
194
+23
1516
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173
1517
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105
+50
1518
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152
+37
1519
$12K ﹤0.01%
300
1520
$12K ﹤0.01%
294
1521
$12K ﹤0.01%
630
-43
1522
$12K ﹤0.01%
133
+11
1523
$12K ﹤0.01%
1,481
-521
1524
$12K ﹤0.01%
1,364
+399
1525
$12K ﹤0.01%
300
-45
59 60
61
62 63