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
1826
$5K ﹤0.01%
79
+19
1827
$5K ﹤0.01%
454
+251
1828
$5K ﹤0.01%
84
+80
1829
$5K ﹤0.01%
3,000
1830
$5K ﹤0.01%
127
1831
$5K ﹤0.01%
1,743
+475
1832
$5K ﹤0.01%
514
1833
$5K ﹤0.01%
234
+121
1834
$5K ﹤0.01%
30
+27
1835
$5K ﹤0.01%
300
1836
$5K ﹤0.01%
92
+69
1837
$5K ﹤0.01%
40
1838
$5K ﹤0.01%
1,109
-544
1839
$5K ﹤0.01%
114
+110
1840
$5K ﹤0.01%
176
+171
1841
$5K ﹤0.01%
237
+15
1842
$5K ﹤0.01%
381
1843
$5K ﹤0.01%
100
1844
$5K ﹤0.01%
459
+413
1845
$5K ﹤0.01%
36
+35
1846
$5K ﹤0.01%
52
+47
1847
$5K ﹤0.01%
62
+58
1848
$5K ﹤0.01%
95
+30
1849
$5K ﹤0.01%
32
+16
1850
$5K ﹤0.01%
172
+168
72 73
74
75 76