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
1701
$8K ﹤0.01%
210
-105
1702
$8K ﹤0.01%
1,438
+1,179
1703
$8K ﹤0.01%
392
+66
1704
$8K ﹤0.01%
735
+298
1705
$8K ﹤0.01%
180
+14
1706
$8K ﹤0.01%
1,311
-240
1707
$8K ﹤0.01%
203
+24
1708
$8K ﹤0.01%
536
+161
1709
$8K ﹤0.01%
54
-49
1710
$8K ﹤0.01%
436
+184
1711
$8K ﹤0.01%
127
1712
$8K ﹤0.01%
780
+67
1713
$7K ﹤0.01%
1,600
-197
1714
$7K ﹤0.01%
204
-49
1715
$7K ﹤0.01%
96
-131
1716
$7K ﹤0.01%
1,459
+618
1717
$7K ﹤0.01%
580
1718
$7K ﹤0.01%
186
1719
$7K ﹤0.01%
124
-411
1720
$7K ﹤0.01%
181
+14
1721
$7K ﹤0.01%
146
+48
1722
$7K ﹤0.01%
141
+36
1723
$7K ﹤0.01%
150
+27
1724
$7K ﹤0.01%
232
+2
1725
$7K ﹤0.01%
92
+5
67 68
69
70 71