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
1951
$4K ﹤0.01%
111
+107
1952
$4K ﹤0.01%
75
-12
1953
$4K ﹤0.01%
+53
1954
$4K ﹤0.01%
56
+8
1955
$4K ﹤0.01%
211
+10
1956
$4K ﹤0.01%
96
-58
1957
$4K ﹤0.01%
144
+83
1958
$4K ﹤0.01%
74
+63
1959
$4K ﹤0.01%
126
-44
1960
$3K ﹤0.01%
+51
1961
$3K ﹤0.01%
246
+30
1962
$3K ﹤0.01%
59
+56
1963
$3K ﹤0.01%
122
+102
1964
$3K ﹤0.01%
52
+18
1965
$3K ﹤0.01%
39
+37
1966
$3K ﹤0.01%
+100
1967
$3K ﹤0.01%
700
1968
$3K ﹤0.01%
53
+50
1969
$3K ﹤0.01%
48
-112
1970
$3K ﹤0.01%
172
+154
1971
$3K ﹤0.01%
75
1972
$3K ﹤0.01%
60
+54
1973
$3K ﹤0.01%
178
+158
1974
$3K ﹤0.01%
180
+42
1975
$3K ﹤0.01%
98
+79
77 78
79
80 81