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
151
$879K 0.09%
6,013
+354
152
$861K 0.08%
33,880
+14,304
153
$851K 0.08%
4,893
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154
$845K 0.08%
11,206
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155
$843K 0.08%
12,583
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156
$843K 0.08%
67,845
157
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23,307
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158
$839K 0.08%
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159
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11,424
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160
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10,269
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161
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12,013
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164
$796K 0.08%
19,582
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165
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24,754
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169
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172
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4,815
173
$749K 0.07%
41,445
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174
$743K 0.07%
8,747
+74
175
$736K 0.07%
18,826
+1,794
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