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
1726
$7K ﹤0.01%
451
+10
1727
$7K ﹤0.01%
220
+30
1728
$7K ﹤0.01%
1,200
1729
$7K ﹤0.01%
48
+8
1730
$7K ﹤0.01%
1,702
1731
$7K ﹤0.01%
180
+137
1732
$7K ﹤0.01%
1,000
1733
$7K ﹤0.01%
122
+28
1734
$7K ﹤0.01%
215
-120
1735
$7K ﹤0.01%
291
-16
1736
$7K ﹤0.01%
142
+55
1737
$7K ﹤0.01%
47
+22
1738
$7K ﹤0.01%
143
+60
1739
$7K ﹤0.01%
55
-47
1740
$7K ﹤0.01%
2
1741
$7K ﹤0.01%
117
+83
1742
$7K ﹤0.01%
227
+40
1743
$7K ﹤0.01%
426
+361
1744
$7K ﹤0.01%
126
+55
1745
$7K ﹤0.01%
126
+75
1746
$7K ﹤0.01%
99
1747
$7K ﹤0.01%
137
-44
1748
$7K ﹤0.01%
220
+119
1749
$7K ﹤0.01%
497
-83
1750
$7K ﹤0.01%
123
+33
68 69
70
71 72