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
1801
$6K ﹤0.01%
500
1802
$6K ﹤0.01%
356
+136
1803
$6K ﹤0.01%
101
-7
1804
$6K ﹤0.01%
428
1805
$6K ﹤0.01%
282
+42
1806
$6K ﹤0.01%
2,418
+554
1807
$6K ﹤0.01%
200
1808
$6K ﹤0.01%
707
1809
$6K ﹤0.01%
128
-1,000
1810
$6K ﹤0.01%
297
-37
1811
$6K ﹤0.01%
650
-1,899
1812
$5K ﹤0.01%
93
+11
1813
$5K ﹤0.01%
90
-266
1814
$5K ﹤0.01%
120
+92
1815
$5K ﹤0.01%
79
+19
1816
$5K ﹤0.01%
30
+27
1817
$5K ﹤0.01%
172
+168
1818
$5K ﹤0.01%
185
+11
1819
$5K ﹤0.01%
104
+31
1820
$5K ﹤0.01%
189
-38
1821
$5K ﹤0.01%
87
+60
1822
$5K ﹤0.01%
70
-93
1823
$5K ﹤0.01%
453
+375
1824
$5K ﹤0.01%
47
+17
1825
$5K ﹤0.01%
353
+320
71 72
73
74 75