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
1676
$8K ﹤0.01%
250
+110
1677
$8K ﹤0.01%
100
1678
$8K ﹤0.01%
272
+28
1679
$8K ﹤0.01%
265
+70
1680
$8K ﹤0.01%
514
+405
1681
$8K ﹤0.01%
346
+164
1682
$8K ﹤0.01%
+220
1683
$8K ﹤0.01%
408
-4,560
1684
$8K ﹤0.01%
244
+163
1685
$8K ﹤0.01%
255
+63
1686
$8K ﹤0.01%
114
+12
1687
$8K ﹤0.01%
216
+8
1688
$8K ﹤0.01%
232
1689
$8K ﹤0.01%
210
+9
1690
$8K ﹤0.01%
171
+7
1691
$8K ﹤0.01%
161
+22
1692
$8K ﹤0.01%
28,300
1693
$8K ﹤0.01%
244
1694
$8K ﹤0.01%
69
+63
1695
$8K ﹤0.01%
74
-13
1696
$8K ﹤0.01%
253
+156
1697
$8K ﹤0.01%
2,667
-56,666
1698
$8K ﹤0.01%
115
+3
1699
$8K ﹤0.01%
241
-43
1700
$8K ﹤0.01%
+335
66 67
68
69 70