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
2001
$3K ﹤0.01%
67
+26
2002
$3K ﹤0.01%
32
-308
2003
$3K ﹤0.01%
84
-103
2004
$3K ﹤0.01%
69
2005
$3K ﹤0.01%
103
+71
2006
$3K ﹤0.01%
246
+30
2007
$3K ﹤0.01%
59
+56
2008
$3K ﹤0.01%
122
+102
2009
$3K ﹤0.01%
52
+18
2010
$3K ﹤0.01%
39
+37
2011
$3K ﹤0.01%
+100
2012
$3K ﹤0.01%
700
2013
$3K ﹤0.01%
53
+50
2014
$3K ﹤0.01%
48
-112
2015
$3K ﹤0.01%
60
+54
2016
$3K ﹤0.01%
154
+126
2017
$3K ﹤0.01%
98
2018
$3K ﹤0.01%
163
+153
2019
$3K ﹤0.01%
60
2020
$3K ﹤0.01%
+68
2021
$3K ﹤0.01%
+47
2022
$3K ﹤0.01%
19
+2
2023
$3K ﹤0.01%
75
2024
$3K ﹤0.01%
142
2025
$3K ﹤0.01%
39
+36
79 80
81
82 83