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
1776
$6K ﹤0.01%
271
-636
1777
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188
+175
1778
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120
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426
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1780
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349
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1782
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1783
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1784
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197
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1788
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572
-42
1789
$6K ﹤0.01%
1,008
1790
$6K ﹤0.01%
773
-398
1791
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55
1792
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284
+80
1793
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248
+178
1794
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300
1795
$6K ﹤0.01%
123
+4
1796
$6K ﹤0.01%
1,300
+200
1797
$6K ﹤0.01%
1,293
+84
1798
$6K ﹤0.01%
98
1799
$6K ﹤0.01%
1,126
+10
1800
$6K ﹤0.01%
89
-15
70 71
72
73 74