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
1976
$3K ﹤0.01%
64
+49
1977
$3K ﹤0.01%
111
1978
$3K ﹤0.01%
44
+39
1979
$3K ﹤0.01%
255
+87
1980
$3K ﹤0.01%
35
-6
1981
$3K ﹤0.01%
237
-15
1982
$3K ﹤0.01%
22
+21
1983
$3K ﹤0.01%
+72
1984
$3K ﹤0.01%
34
+27
1985
$3K ﹤0.01%
600
1986
$3K ﹤0.01%
+97
1987
$3K ﹤0.01%
+33
1988
$3K ﹤0.01%
154
1989
$3K ﹤0.01%
87
+27
1990
$3K ﹤0.01%
165
+118
1991
$3K ﹤0.01%
372
-62
1992
$3K ﹤0.01%
285
-6
1993
$3K ﹤0.01%
53
+40
1994
$3K ﹤0.01%
131
1995
$3K ﹤0.01%
58
+17
1996
$3K ﹤0.01%
111
+57
1997
$3K ﹤0.01%
168
+27
1998
$3K ﹤0.01%
175
-208
1999
$3K ﹤0.01%
48
+46
2000
$3K ﹤0.01%
89
-150
78 79
80
81 82