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
1751
$7K ﹤0.01%
1,200
1752
$7K ﹤0.01%
48
+8
1753
$7K ﹤0.01%
1,702
1754
$7K ﹤0.01%
180
+137
1755
$7K ﹤0.01%
86
-14
1756
$7K ﹤0.01%
406
+163
1757
$7K ﹤0.01%
93
1758
$7K ﹤0.01%
639
+95
1759
$6K ﹤0.01%
250
1760
$6K ﹤0.01%
248
+178
1761
$6K ﹤0.01%
188
+175
1762
$6K ﹤0.01%
120
+43
1763
$6K ﹤0.01%
426
+86
1764
$6K ﹤0.01%
309
+125
1765
$6K ﹤0.01%
211
+46
1766
$6K ﹤0.01%
166
+44
1767
$6K ﹤0.01%
790
-161
1768
$6K ﹤0.01%
298
-35
1769
$6K ﹤0.01%
1,126
+10
1770
$6K ﹤0.01%
89
-15
1771
$6K ﹤0.01%
500
1772
$6K ﹤0.01%
356
+136
1773
$6K ﹤0.01%
101
-7
1774
$6K ﹤0.01%
428
1775
$6K ﹤0.01%
282
+42
69 70
71
72 73