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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
1951
$4K ﹤0.01%
94
-3,478
1952
$4K ﹤0.01%
111
+107
1953
$4K ﹤0.01%
56
+8
1954
$4K ﹤0.01%
211
+10
1955
$4K ﹤0.01%
196
+176
1956
$4K ﹤0.01%
+306
1957
$4K ﹤0.01%
96
-58
1958
$4K ﹤0.01%
75
-12
1959
$4K ﹤0.01%
+53
1960
$3K ﹤0.01%
372
-62
1961
$3K ﹤0.01%
1,200
1962
$3K ﹤0.01%
27
+22
1963
$3K ﹤0.01%
110
+90
1964
$3K ﹤0.01%
230
+22
1965
$3K ﹤0.01%
32
+9
1966
$3K ﹤0.01%
36
-18
1967
$3K ﹤0.01%
225
1968
$3K ﹤0.01%
+84
1969
$3K ﹤0.01%
280
+175
1970
$3K ﹤0.01%
75
+66
1971
$3K ﹤0.01%
23
+3
1972
$3K ﹤0.01%
51
1973
$3K ﹤0.01%
+62
1974
$3K ﹤0.01%
23
+16
1975
$3K ﹤0.01%
+39
77 78
79
80 81