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
1876
$5K ﹤0.01%
50
1877
$5K ﹤0.01%
168
1878
$4K ﹤0.01%
200
1879
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+41
1880
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144
+83
1881
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78
+58
1882
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90
+42
1883
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1884
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74
+63
1885
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149
+144
1886
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80
-7
1887
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+88
1888
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167
+137
1889
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174
+160
1890
$4K ﹤0.01%
469
+400
1891
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93
+73
1892
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64
+53
1893
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102
+99
1894
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232
+177
1895
$4K ﹤0.01%
+112
1896
$4K ﹤0.01%
60
-15
1897
$4K ﹤0.01%
50
1898
$4K ﹤0.01%
88
+63
1899
$4K ﹤0.01%
78
+75
1900
$4K ﹤0.01%
+284
74 75
76
77 78