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 7.7%
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%
180
+137
1752
$7K ﹤0.01%
86
-14
1753
$7K ﹤0.01%
406
+163
1754
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93
1755
$7K ﹤0.01%
639
+95
1756
$7K ﹤0.01%
1,200
1757
$7K ﹤0.01%
48
+8
1758
$7K ﹤0.01%
1,702
1759
$6K ﹤0.01%
349
-44
1760
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290
+178
1761
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59
+6
1762
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235
+224
1763
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314
+169
1764
$6K ﹤0.01%
154
1765
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197
+82
1766
$6K ﹤0.01%
572
-42
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1,008
1768
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232
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1769
$6K ﹤0.01%
510
1770
$6K ﹤0.01%
47
+24
1771
$6K ﹤0.01%
990
1772
$6K ﹤0.01%
210
-9
1773
$6K ﹤0.01%
194
+166
1774
$6K ﹤0.01%
155
+125
1775
$6K ﹤0.01%
75
+53
69 70
71
72 73