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
2001
$3K ﹤0.01%
171
+145
2002
$3K ﹤0.01%
+73
2003
$3K ﹤0.01%
99
2004
$3K ﹤0.01%
+46
2005
$3K ﹤0.01%
177
+147
2006
$3K ﹤0.01%
72
+34
2007
$3K ﹤0.01%
62
+7
2008
$3K ﹤0.01%
70
+64
2009
$3K ﹤0.01%
57
2010
$3K ﹤0.01%
49
2011
$3K ﹤0.01%
22
-5
2012
$3K ﹤0.01%
220
2013
$3K ﹤0.01%
+42
2014
$3K ﹤0.01%
120
+104
2015
$3K ﹤0.01%
99
+93
2016
$3K ﹤0.01%
62
+35
2017
$3K ﹤0.01%
50
-61
2018
$3K ﹤0.01%
1,200
2019
$3K ﹤0.01%
27
+22
2020
$3K ﹤0.01%
110
+90
2021
$3K ﹤0.01%
230
+22
2022
$3K ﹤0.01%
32
+9
2023
$3K ﹤0.01%
36
-18
2024
$3K ﹤0.01%
225
2025
$3K ﹤0.01%
280
+175
79 80
81
82 83