We are live on ! Find out more
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%
773
-398
1777
$6K ﹤0.01%
55
1778
$6K ﹤0.01%
284
+80
1779
$6K ﹤0.01%
248
+178
1780
$6K ﹤0.01%
188
+175
1781
$6K ﹤0.01%
120
+43
1782
$6K ﹤0.01%
426
+86
1783
$6K ﹤0.01%
309
+125
1784
$6K ﹤0.01%
211
+46
1785
$6K ﹤0.01%
166
+44
1786
$6K ﹤0.01%
790
-161
1787
$6K ﹤0.01%
298
-35
1788
$6K ﹤0.01%
81
+73
1789
$6K ﹤0.01%
302
-2,142
1790
$6K ﹤0.01%
140
+71
1791
$6K ﹤0.01%
119
-109
1792
$6K ﹤0.01%
271
-636
1793
$6K ﹤0.01%
300
1794
$6K ﹤0.01%
123
+4
1795
$6K ﹤0.01%
1,300
+200
1796
$6K ﹤0.01%
1,293
+84
1797
$6K ﹤0.01%
98
1798
$6K ﹤0.01%
250
1799
$6K ﹤0.01%
1,126
+10
1800
$6K ﹤0.01%
89
-15
70 71
72
73 74