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
1926
$4K ﹤0.01%
78
+58
1927
$4K ﹤0.01%
90
+42
1928
$4K ﹤0.01%
300
1929
$4K ﹤0.01%
60
-15
1930
$4K ﹤0.01%
50
1931
$4K ﹤0.01%
196
+176
1932
$4K ﹤0.01%
65
+57
1933
$4K ﹤0.01%
84
+49
1934
$4K ﹤0.01%
877
1935
$4K ﹤0.01%
99
+92
1936
$4K ﹤0.01%
37
1937
$4K ﹤0.01%
186
+172
1938
$4K ﹤0.01%
80
+68
1939
$4K ﹤0.01%
109
+64
1940
$4K ﹤0.01%
31
-40
1941
$4K ﹤0.01%
48
+20
1942
$4K ﹤0.01%
84
+34
1943
$4K ﹤0.01%
48
+36
1944
$4K ﹤0.01%
101
+85
1945
$4K ﹤0.01%
124
+72
1946
$4K ﹤0.01%
110
+100
1947
$4K ﹤0.01%
68
+33
1948
$4K ﹤0.01%
21
1949
$4K ﹤0.01%
+445
1950
$4K ﹤0.01%
71
76 77
78
79 80