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
1901
$4K ﹤0.01%
780
-1,148
1902
$4K ﹤0.01%
565
+483
1903
$4K ﹤0.01%
84
+49
1904
$4K ﹤0.01%
877
1905
$4K ﹤0.01%
99
+92
1906
$4K ﹤0.01%
37
1907
$4K ﹤0.01%
186
+172
1908
$4K ﹤0.01%
80
+68
1909
$4K ﹤0.01%
109
+64
1910
$4K ﹤0.01%
31
-40
1911
$4K ﹤0.01%
48
+20
1912
$4K ﹤0.01%
84
+34
1913
$4K ﹤0.01%
48
+36
1914
$4K ﹤0.01%
101
+85
1915
$4K ﹤0.01%
124
+72
1916
$4K ﹤0.01%
110
+100
1917
$4K ﹤0.01%
68
+33
1918
$4K ﹤0.01%
21
1919
$4K ﹤0.01%
+445
1920
$4K ﹤0.01%
71
1921
$4K ﹤0.01%
101
+85
1922
$4K ﹤0.01%
+333
1923
$4K ﹤0.01%
127
1924
$4K ﹤0.01%
164
+64
1925
$4K ﹤0.01%
71
+19
75 76
77
78 79