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
1976
$3K ﹤0.01%
67
-30
1977
$3K ﹤0.01%
190
+66
1978
$3K ﹤0.01%
30
+25
1979
$3K ﹤0.01%
+198
1980
$3K ﹤0.01%
343
-2
1981
$3K ﹤0.01%
234
+173
1982
$3K ﹤0.01%
16
+5
1983
$3K ﹤0.01%
154
+126
1984
$3K ﹤0.01%
98
1985
$3K ﹤0.01%
163
+153
1986
$3K ﹤0.01%
60
1987
$3K ﹤0.01%
64
+49
1988
$3K ﹤0.01%
92
+68
1989
$3K ﹤0.01%
113
-157
1990
$3K ﹤0.01%
+68
1991
$3K ﹤0.01%
+47
1992
$3K ﹤0.01%
19
+2
1993
$3K ﹤0.01%
69
1994
$3K ﹤0.01%
103
+71
1995
$3K ﹤0.01%
111
1996
$3K ﹤0.01%
44
+39
1997
$3K ﹤0.01%
75
1998
$3K ﹤0.01%
142
1999
$3K ﹤0.01%
39
+36
2000
$3K ﹤0.01%
+200
78 79
80
81 82