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
1626
$9K ﹤0.01%
578
1627
$9K ﹤0.01%
489
-7
1628
$9K ﹤0.01%
268
+118
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96
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1630
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576
1631
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544
+365
1632
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356
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1633
$9K ﹤0.01%
42
1634
$9K ﹤0.01%
1,565
-299
1635
$9K ﹤0.01%
1,806
+17
1636
$9K ﹤0.01%
53
+3
1637
$9K ﹤0.01%
144
+9
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$9K ﹤0.01%
247
+187
1639
$9K ﹤0.01%
760
1640
$9K ﹤0.01%
192
-300
1641
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27
+26
1642
$9K ﹤0.01%
249
-19
1643
$9K ﹤0.01%
60
+32
1644
$9K ﹤0.01%
560
-316
1645
$9K ﹤0.01%
1,422
-228
1646
$9K ﹤0.01%
226
+103
1647
$9K ﹤0.01%
74
+9
1648
$9K ﹤0.01%
472
+51
1649
$9K ﹤0.01%
163
-199
1650
$9K ﹤0.01%
+1,000
64 65
66
67 68