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
1876
$5K ﹤0.01%
104
+31
1877
$5K ﹤0.01%
192
+175
1878
$4K ﹤0.01%
149
+144
1879
$4K ﹤0.01%
80
-7
1880
$4K ﹤0.01%
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1881
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167
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1882
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1883
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469
+400
1884
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93
+73
1885
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64
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1886
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1887
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232
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1888
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+112
1889
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78
+58
1890
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90
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1891
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300
1892
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60
-15
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50
1894
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88
+63
1895
$4K ﹤0.01%
78
+75
1896
$4K ﹤0.01%
+284
1897
$4K ﹤0.01%
91
+72
1898
$4K ﹤0.01%
196
+176
1899
$4K ﹤0.01%
65
+57
1900
$4K ﹤0.01%
+73
74 75
76
77 78