WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$10.8M
2
+$5.23M
3
+$4.83M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.49M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.49M

Top Sells

1
+$1.52M
2
+$1.14M
3
+$1.11M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$968K
5
BX icon
Blackstone
BX
+$925K

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
1551
$11K ﹤0.01%
517
+17
1552
$11K ﹤0.01%
157
-4
1553
$11K ﹤0.01%
275
+6
1554
$11K ﹤0.01%
1,000
1555
$11K ﹤0.01%
148
+6
1556
$11K ﹤0.01%
336
+48
1557
$11K ﹤0.01%
231
-69
1558
$11K ﹤0.01%
367
+308
1559
$11K ﹤0.01%
101
+12
1560
$11K ﹤0.01%
800
1561
$11K ﹤0.01%
540
+19
1562
$11K ﹤0.01%
237
+207
1563
$11K ﹤0.01%
254
+73
1564
$11K ﹤0.01%
459
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%
480
-5,217
1575
$10K ﹤0.01%
+651
61 62
63
64 65