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
1501
$13K ﹤0.01%
+100
1502
$13K ﹤0.01%
674
-32
1503
$13K ﹤0.01%
17
-1
1504
$13K ﹤0.01%
729
+147
1505
$13K ﹤0.01%
150
-15
1506
$13K ﹤0.01%
260
1507
$12K ﹤0.01%
545
+140
1508
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229
1509
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653
+5
1510
$12K ﹤0.01%
171
+73
1511
$12K ﹤0.01%
348
+8
1512
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185
+8
1513
$12K ﹤0.01%
961
+384
1514
$12K ﹤0.01%
389
+118
1515
$12K ﹤0.01%
290
1516
$12K ﹤0.01%
63
+14
1517
$12K ﹤0.01%
141
+116
1518
$12K ﹤0.01%
194
+23
1519
$12K ﹤0.01%
173
1520
$12K ﹤0.01%
105
+50
1521
$12K ﹤0.01%
152
+37
1522
$12K ﹤0.01%
300
1523
$12K ﹤0.01%
294
1524
$12K ﹤0.01%
630
-43
1525
$12K ﹤0.01%
133
+11
59 60
61
62 63