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
1651
$9K ﹤0.01%
53
+3
1652
$9K ﹤0.01%
144
+9
1653
$9K ﹤0.01%
247
+187
1654
$9K ﹤0.01%
760
1655
$9K ﹤0.01%
167
+73
1656
$9K ﹤0.01%
1,001
+261
1657
$9K ﹤0.01%
1,000
1658
$8K ﹤0.01%
113
+75
1659
$8K ﹤0.01%
191
+41
1660
$8K ﹤0.01%
250
+110
1661
$8K ﹤0.01%
100
1662
$8K ﹤0.01%
272
+28
1663
$8K ﹤0.01%
265
+70
1664
$8K ﹤0.01%
514
+405
1665
$8K ﹤0.01%
346
+164
1666
$8K ﹤0.01%
+220
1667
$8K ﹤0.01%
408
-4,560
1668
$8K ﹤0.01%
244
+163
1669
$8K ﹤0.01%
255
+63
1670
$8K ﹤0.01%
114
+12
1671
$8K ﹤0.01%
216
+8
1672
$8K ﹤0.01%
232
1673
$8K ﹤0.01%
448
-16,580
1674
$8K ﹤0.01%
126
+11
1675
$8K ﹤0.01%
65
+55
65 66
67
68 69