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
1826
$5K ﹤0.01%
193
+176
1827
$5K ﹤0.01%
136
+64
1828
$5K ﹤0.01%
150
+146
1829
$5K ﹤0.01%
192
+175
1830
$5K ﹤0.01%
35
+30
1831
$5K ﹤0.01%
454
+251
1832
$5K ﹤0.01%
700
1833
$5K ﹤0.01%
252
+78
1834
$5K ﹤0.01%
100
1835
$5K ﹤0.01%
71
+14
1836
$5K ﹤0.01%
200
+150
1837
$5K ﹤0.01%
142
+94
1838
$5K ﹤0.01%
296
-51
1839
$5K ﹤0.01%
85
+50
1840
$5K ﹤0.01%
84
+80
1841
$5K ﹤0.01%
3,000
1842
$5K ﹤0.01%
127
1843
$5K ﹤0.01%
1,743
+475
1844
$5K ﹤0.01%
514
1845
$5K ﹤0.01%
234
+121
1846
$5K ﹤0.01%
300
1847
$5K ﹤0.01%
92
+69
1848
$5K ﹤0.01%
40
1849
$5K ﹤0.01%
1,109
-544
1850
$5K ﹤0.01%
114
+110
72 73
74
75 76