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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
1926
$4K ﹤0.01%
144
+83
1927
$4K ﹤0.01%
42
1928
$4K ﹤0.01%
93
+69
1929
$4K ﹤0.01%
158
-144
1930
$4K ﹤0.01%
43
+11
1931
$4K ﹤0.01%
100
1932
$4K ﹤0.01%
234
+222
1933
$4K ﹤0.01%
49
+39
1934
$4K ﹤0.01%
120
+93
1935
$4K ﹤0.01%
235
+213
1936
$4K ﹤0.01%
107
+96
1937
$4K ﹤0.01%
91
-2
1938
$4K ﹤0.01%
90
+82
1939
$4K ﹤0.01%
83
+75
1940
$4K ﹤0.01%
74
+63
1941
$4K ﹤0.01%
126
-44
1942
$4K ﹤0.01%
+41
1943
$4K ﹤0.01%
56
+55
1944
$4K ﹤0.01%
89
+41
1945
$4K ﹤0.01%
55
+10
1946
$4K ﹤0.01%
87
+47
1947
$4K ﹤0.01%
79
+71
1948
$4K ﹤0.01%
47
+8
1949
$4K ﹤0.01%
179
+150
1950
$4K ﹤0.01%
93
-287
76 77
78
79 80