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 7.7%
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%
84
+80
1827
$5K ﹤0.01%
3,000
1828
$5K ﹤0.01%
127
1829
$5K ﹤0.01%
1,743
+475
1830
$5K ﹤0.01%
514
1831
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234
+121
1832
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30
+27
1833
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300
1834
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92
+69
1835
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40
1836
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1,109
-544
1837
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114
+110
1838
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176
+171
1839
$5K ﹤0.01%
237
+15
1840
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381
1841
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100
1842
$5K ﹤0.01%
459
+413
1843
$5K ﹤0.01%
36
+35
1844
$5K ﹤0.01%
52
+47
1845
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62
+58
1846
$5K ﹤0.01%
95
+30
1847
$5K ﹤0.01%
32
+16
1848
$5K ﹤0.01%
189
-38
1849
$5K ﹤0.01%
87
+60
1850
$5K ﹤0.01%
70
-93
72 73
74
75 76