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
1651
$9K ﹤0.01%
1,907
+1,256
1652
$9K ﹤0.01%
377
+41
1653
$9K ﹤0.01%
86
+20
1654
$9K ﹤0.01%
69
-97
1655
$9K ﹤0.01%
759
-146
1656
$9K ﹤0.01%
95
+3
1657
$9K ﹤0.01%
185
+23
1658
$8K ﹤0.01%
+500
1659
$8K ﹤0.01%
120
+26
1660
$8K ﹤0.01%
137
+27
1661
$8K ﹤0.01%
270
1662
$8K ﹤0.01%
856
+364
1663
$8K ﹤0.01%
374
+167
1664
$8K ﹤0.01%
63
1665
$8K ﹤0.01%
200
-20
1666
$8K ﹤0.01%
448
-16,580
1667
$8K ﹤0.01%
126
+11
1668
$8K ﹤0.01%
65
+55
1669
$8K ﹤0.01%
80
-94
1670
$8K ﹤0.01%
1,023
+219
1671
$8K ﹤0.01%
423
-1,506
1672
$8K ﹤0.01%
170
1673
$8K ﹤0.01%
141
+129
1674
$8K ﹤0.01%
113
+75
1675
$8K ﹤0.01%
191
+41
65 66
67
68 69