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
2026
$3K ﹤0.01%
75
+66
2027
$3K ﹤0.01%
23
+3
2028
$3K ﹤0.01%
51
2029
$3K ﹤0.01%
+62
2030
$3K ﹤0.01%
23
+16
2031
$3K ﹤0.01%
+39
2032
$3K ﹤0.01%
46
+12
2033
$3K ﹤0.01%
351
+133
2034
$3K ﹤0.01%
64
+16
2035
$3K ﹤0.01%
104
+79
2036
$3K ﹤0.01%
34
+27
2037
$3K ﹤0.01%
600
2038
$3K ﹤0.01%
+97
2039
$3K ﹤0.01%
+33
2040
$3K ﹤0.01%
56
+54
2041
$3K ﹤0.01%
145
+127
2042
$3K ﹤0.01%
122
+73
2043
$3K ﹤0.01%
28
2044
$3K ﹤0.01%
154
2045
$3K ﹤0.01%
87
+27
2046
$3K ﹤0.01%
326
+314
2047
$3K ﹤0.01%
92
+85
2048
$3K ﹤0.01%
201
+133
2049
$3K ﹤0.01%
72
+53
2050
$3K ﹤0.01%
207
80 81
82
83 84