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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
1976
$3K ﹤0.01%
46
+12
1977
$3K ﹤0.01%
351
+133
1978
$3K ﹤0.01%
64
+16
1979
$3K ﹤0.01%
104
+79
1980
$3K ﹤0.01%
35
-6
1981
$3K ﹤0.01%
+44
1982
$3K ﹤0.01%
237
-15
1983
$3K ﹤0.01%
22
+21
1984
$3K ﹤0.01%
+72
1985
$3K ﹤0.01%
34
+27
1986
$3K ﹤0.01%
600
1987
$3K ﹤0.01%
+97
1988
$3K ﹤0.01%
+33
1989
$3K ﹤0.01%
56
+54
1990
$3K ﹤0.01%
145
+127
1991
$3K ﹤0.01%
122
+73
1992
$3K ﹤0.01%
28
1993
$3K ﹤0.01%
154
1994
$3K ﹤0.01%
87
+27
1995
$3K ﹤0.01%
89
-150
1996
$3K ﹤0.01%
326
+314
1997
$3K ﹤0.01%
92
+85
1998
$3K ﹤0.01%
67
+26
1999
$3K ﹤0.01%
201
+133
2000
$3K ﹤0.01%
+184
78 79
80
81 82