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
1651
$9K ﹤0.01%
69
-97
1652
$9K ﹤0.01%
759
-146
1653
$9K ﹤0.01%
167
+73
1654
$9K ﹤0.01%
1,001
+261
1655
$9K ﹤0.01%
1,000
1656
$9K ﹤0.01%
95
+3
1657
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185
+23
1658
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120
+26
1659
$8K ﹤0.01%
408
-4,560
1660
$8K ﹤0.01%
63
1661
$8K ﹤0.01%
200
-20
1662
$8K ﹤0.01%
113
+75
1663
$8K ﹤0.01%
191
+41
1664
$8K ﹤0.01%
250
+110
1665
$8K ﹤0.01%
100
1666
$8K ﹤0.01%
272
+28
1667
$8K ﹤0.01%
265
+70
1668
$8K ﹤0.01%
514
+405
1669
$8K ﹤0.01%
346
+164
1670
$8K ﹤0.01%
+220
1671
$8K ﹤0.01%
244
+163
1672
$8K ﹤0.01%
255
+63
1673
$8K ﹤0.01%
114
+12
1674
$8K ﹤0.01%
54
-49
1675
$8K ﹤0.01%
216
+8
65 66
67
68 69