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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
1701
$8K ﹤0.01%
180
+14
1702
$8K ﹤0.01%
1,311
-240
1703
$8K ﹤0.01%
203
+24
1704
$8K ﹤0.01%
536
+161
1705
$8K ﹤0.01%
54
-49
1706
$8K ﹤0.01%
78
+7
1707
$8K ﹤0.01%
63
1708
$8K ﹤0.01%
255
+63
1709
$8K ﹤0.01%
114
+12
1710
$8K ﹤0.01%
436
+184
1711
$8K ﹤0.01%
+500
1712
$8K ﹤0.01%
127
1713
$7K ﹤0.01%
1,000
1714
$7K ﹤0.01%
122
+28
1715
$7K ﹤0.01%
1,600
-197
1716
$7K ﹤0.01%
204
-49
1717
$7K ﹤0.01%
96
-131
1718
$7K ﹤0.01%
1,459
+618
1719
$7K ﹤0.01%
580
1720
$7K ﹤0.01%
215
-120
1721
$7K ﹤0.01%
291
-16
1722
$7K ﹤0.01%
142
+55
1723
$7K ﹤0.01%
47
+22
1724
$7K ﹤0.01%
143
+60
1725
$7K ﹤0.01%
275
-235
67 68
69
70 71