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
1551
$11K ﹤0.01%
600
1552
$11K ﹤0.01%
+11
1553
$11K ﹤0.01%
320
+28
1554
$11K ﹤0.01%
276
+83
1555
$11K ﹤0.01%
79
+63
1556
$11K ﹤0.01%
517
+17
1557
$11K ﹤0.01%
157
-4
1558
$11K ﹤0.01%
99
+14
1559
$11K ﹤0.01%
500
+27
1560
$11K ﹤0.01%
+283
1561
$11K ﹤0.01%
+100
1562
$11K ﹤0.01%
424
1563
$11K ﹤0.01%
381
+114
1564
$11K ﹤0.01%
423
1565
$11K ﹤0.01%
466
1566
$11K ﹤0.01%
275
+6
1567
$11K ﹤0.01%
1,000
1568
$11K ﹤0.01%
148
+6
1569
$11K ﹤0.01%
336
+48
1570
$11K ﹤0.01%
500
1571
$11K ﹤0.01%
200
1572
$11K ﹤0.01%
72
-2
1573
$11K ﹤0.01%
+115
1574
$10K ﹤0.01%
192
+2
1575
$10K ﹤0.01%
189
+131
61 62
63
64 65