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
1851
$5K ﹤0.01%
453
+375
1852
$5K ﹤0.01%
47
+17
1853
$5K ﹤0.01%
157
+146
1854
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103
1855
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117
+89
1856
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353
+320
1857
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193
+176
1858
$5K ﹤0.01%
136
+64
1859
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150
+146
1860
$5K ﹤0.01%
46
+26
1861
$5K ﹤0.01%
383
+142
1862
$5K ﹤0.01%
1,042
+425
1863
$5K ﹤0.01%
1,455
+1,205
1864
$5K ﹤0.01%
2,105
1865
$5K ﹤0.01%
80
-19
1866
$5K ﹤0.01%
152
+95
1867
$5K ﹤0.01%
84
+68
1868
$5K ﹤0.01%
1,773
-111
1869
$5K ﹤0.01%
228
+62
1870
$5K ﹤0.01%
800
-1,873
1871
$5K ﹤0.01%
100
+30
1872
$5K ﹤0.01%
50
1873
$5K ﹤0.01%
168
1874
$5K ﹤0.01%
172
+168
1875
$5K ﹤0.01%
185
+11
73 74
75
76 77