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
1951
$4K ﹤0.01%
101
+85
1952
$4K ﹤0.01%
+333
1953
$4K ﹤0.01%
120
+93
1954
$4K ﹤0.01%
235
+213
1955
$4K ﹤0.01%
107
+96
1956
$4K ﹤0.01%
91
-2
1957
$4K ﹤0.01%
90
+82
1958
$4K ﹤0.01%
83
+75
1959
$4K ﹤0.01%
+41
1960
$3K ﹤0.01%
92
+68
1961
$3K ﹤0.01%
113
-157
1962
$3K ﹤0.01%
+51
1963
$3K ﹤0.01%
172
+154
1964
$3K ﹤0.01%
75
1965
$3K ﹤0.01%
178
+158
1966
$3K ﹤0.01%
180
+42
1967
$3K ﹤0.01%
74
+65
1968
$3K ﹤0.01%
98
+79
1969
$3K ﹤0.01%
67
-30
1970
$3K ﹤0.01%
190
+66
1971
$3K ﹤0.01%
30
+25
1972
$3K ﹤0.01%
+198
1973
$3K ﹤0.01%
343
-2
1974
$3K ﹤0.01%
234
+173
1975
$3K ﹤0.01%
16
+5
77 78
79
80 81