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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
1851
$5K ﹤0.01%
189
-38
1852
$5K ﹤0.01%
87
+60
1853
$5K ﹤0.01%
70
-93
1854
$5K ﹤0.01%
453
+375
1855
$5K ﹤0.01%
47
+17
1856
$5K ﹤0.01%
192
+175
1857
$5K ﹤0.01%
157
+146
1858
$5K ﹤0.01%
103
1859
$5K ﹤0.01%
117
+89
1860
$5K ﹤0.01%
136
+64
1861
$5K ﹤0.01%
150
+146
1862
$5K ﹤0.01%
46
+26
1863
$5K ﹤0.01%
383
+142
1864
$5K ﹤0.01%
1,042
+425
1865
$5K ﹤0.01%
1,455
+1,205
1866
$5K ﹤0.01%
2,105
1867
$5K ﹤0.01%
80
-19
1868
$5K ﹤0.01%
152
+95
1869
$5K ﹤0.01%
84
+68
1870
$5K ﹤0.01%
1,773
-111
1871
$5K ﹤0.01%
228
+62
1872
$5K ﹤0.01%
800
-1,873
1873
$5K ﹤0.01%
100
+30
1874
$5K ﹤0.01%
50
1875
$5K ﹤0.01%
168
73 74
75
76 77