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
1601
$10K ﹤0.01%
115
-81
1602
$10K ﹤0.01%
180
-43
1603
$10K ﹤0.01%
293
+1
1604
$10K ﹤0.01%
1,000
1605
$10K ﹤0.01%
480
-5,217
1606
$10K ﹤0.01%
+651
1607
$10K ﹤0.01%
628
+257
1608
$10K ﹤0.01%
176
-1,215
1609
$10K ﹤0.01%
110
-30
1610
$10K ﹤0.01%
429
+176
1611
$10K ﹤0.01%
5
+3
1612
$10K ﹤0.01%
237
+9
1613
$10K ﹤0.01%
419
1614
$10K ﹤0.01%
+252
1615
$9K ﹤0.01%
100
1616
$9K ﹤0.01%
166
1617
$9K ﹤0.01%
142
+119
1618
$9K ﹤0.01%
186
-175
1619
$9K ﹤0.01%
157
+68
1620
$9K ﹤0.01%
119
+56
1621
$9K ﹤0.01%
167
+73
1622
$9K ﹤0.01%
1,001
+261
1623
$9K ﹤0.01%
1,000
1624
$9K ﹤0.01%
68
+46
1625
$9K ﹤0.01%
415
-394
63 64
65
66 67