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
1901
$4K ﹤0.01%
55
+10
1902
$4K ﹤0.01%
87
+47
1903
$4K ﹤0.01%
79
+71
1904
$4K ﹤0.01%
47
+8
1905
$4K ﹤0.01%
179
+150
1906
$4K ﹤0.01%
93
-287
1907
$4K ﹤0.01%
94
-3,478
1908
$4K ﹤0.01%
111
+107
1909
$4K ﹤0.01%
75
-12
1910
$4K ﹤0.01%
+53
1911
$4K ﹤0.01%
56
+8
1912
$4K ﹤0.01%
211
+10
1913
$4K ﹤0.01%
74
+63
1914
$4K ﹤0.01%
126
-44
1915
$4K ﹤0.01%
149
+144
1916
$4K ﹤0.01%
80
-7
1917
$4K ﹤0.01%
157
+88
1918
$4K ﹤0.01%
167
+137
1919
$4K ﹤0.01%
174
+160
1920
$4K ﹤0.01%
469
+400
1921
$4K ﹤0.01%
93
+73
1922
$4K ﹤0.01%
64
+53
1923
$4K ﹤0.01%
102
+99
1924
$4K ﹤0.01%
232
+177
1925
$4K ﹤0.01%
+112
75 76
77
78 79