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
1551
$11K ﹤0.01%
+200
1552
$11K ﹤0.01%
1,345
-732
1553
$11K ﹤0.01%
191
+79
1554
$11K ﹤0.01%
+307
1555
$11K ﹤0.01%
173
-34
1556
$11K ﹤0.01%
1,105
1557
$11K ﹤0.01%
600
1558
$11K ﹤0.01%
+11
1559
$11K ﹤0.01%
320
+28
1560
$11K ﹤0.01%
276
+83
1561
$11K ﹤0.01%
79
+63
1562
$11K ﹤0.01%
+115
1563
$11K ﹤0.01%
517
+17
1564
$11K ﹤0.01%
157
-4
1565
$11K ﹤0.01%
99
+14
1566
$11K ﹤0.01%
500
+27
1567
$11K ﹤0.01%
+283
1568
$11K ﹤0.01%
+100
1569
$11K ﹤0.01%
424
1570
$11K ﹤0.01%
500
1571
$11K ﹤0.01%
381
+114
1572
$11K ﹤0.01%
423
1573
$11K ﹤0.01%
466
1574
$10K ﹤0.01%
226
+83
1575
$10K ﹤0.01%
1,553
61 62
63
64 65