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
1526
$12K ﹤0.01%
1,481
-521
1527
$12K ﹤0.01%
1,364
+399
1528
$12K ﹤0.01%
300
-45
1529
$12K ﹤0.01%
87
1530
$12K ﹤0.01%
59
+4
1531
$12K ﹤0.01%
8,200
1532
$12K ﹤0.01%
560
+10
1533
$12K ﹤0.01%
+410
1534
$12K ﹤0.01%
220
1535
$11K ﹤0.01%
231
-69
1536
$11K ﹤0.01%
367
+308
1537
$11K ﹤0.01%
101
+12
1538
$11K ﹤0.01%
800
1539
$11K ﹤0.01%
540
+19
1540
$11K ﹤0.01%
237
+207
1541
$11K ﹤0.01%
254
+73
1542
$11K ﹤0.01%
459
1543
$11K ﹤0.01%
776
+328
1544
$11K ﹤0.01%
+1,370
1545
$11K ﹤0.01%
200
1546
$11K ﹤0.01%
72
-2
1547
$11K ﹤0.01%
275
+6
1548
$11K ﹤0.01%
1,000
1549
$11K ﹤0.01%
148
+6
1550
$11K ﹤0.01%
336
+48
60 61
62
63 64