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 7.69%
2 Technology 7.4%
3 Healthcare 5.88%
4 Industrials 4.84%
5 Communication Services 3.89%
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%
88
+63
1879
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78
+75
1880
$4K ﹤0.01%
+284
1881
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91
+72
1882
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+73
1883
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780
-1,148
1884
$4K ﹤0.01%
565
+483
1885
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127
1886
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164
+64
1887
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71
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1888
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1889
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+306
1890
$4K ﹤0.01%
96
-58
1891
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144
+83
1892
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1893
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93
+69
1894
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158
-144
1895
$4K ﹤0.01%
43
+11
1896
$4K ﹤0.01%
100
1897
$4K ﹤0.01%
234
+222
1898
$4K ﹤0.01%
49
+39
1899
$4K ﹤0.01%
56
+55
1900
$4K ﹤0.01%
89
+41
74 75
76
77 78