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
1576
$10K ﹤0.01%
226
+83
1577
$10K ﹤0.01%
690
+241
1578
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52
+25
1579
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270
-86
1580
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160
+75
1581
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628
+257
1582
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176
-1,215
1583
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110
-30
1584
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5
+3
1585
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192
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189
+131
1587
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1588
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395
1589
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1,100
1590
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339
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1591
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108
+38
1592
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458
+12
1593
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436
+184
1594
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200
-64
1595
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152
1596
$10K ﹤0.01%
146
-32
1597
$10K ﹤0.01%
200
1598
$10K ﹤0.01%
28
-1
1599
$10K ﹤0.01%
731
1600
$10K ﹤0.01%
115
-81
62 63
64
65 66