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
1576
$10K ﹤0.01%
178
-182
1577
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395
1578
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1,100
1579
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339
-1,088
1580
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108
+38
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458
+12
1582
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436
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1583
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200
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28
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731
1589
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115
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180
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1591
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293
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1,000
1593
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480
-5,217
1594
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52
+25
1595
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270
-86
1596
$10K ﹤0.01%
160
+75
1597
$10K ﹤0.01%
+651
1598
$10K ﹤0.01%
628
+257
1599
$10K ﹤0.01%
176
-1,215
1600
$10K ﹤0.01%
110
-30
62 63
64
65 66