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
1776
$6K ﹤0.01%
2,418
+554
1777
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200
1778
$6K ﹤0.01%
707
1779
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128
-1,000
1780
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297
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1781
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650
-1,899
1782
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349
-44
1783
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290
+178
1784
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59
+6
1785
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235
+224
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314
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1787
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1788
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197
+82
1789
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572
-42
1790
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1,008
1791
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232
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510
1793
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47
+24
1794
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1795
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210
-9
1796
$6K ﹤0.01%
194
+166
1797
$6K ﹤0.01%
155
+125
1798
$6K ﹤0.01%
75
+53
1799
$6K ﹤0.01%
773
-398
1800
$6K ﹤0.01%
55
70 71
72
73 74