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
2026
$3K ﹤0.01%
+200
2027
$3K ﹤0.01%
171
+145
2028
$3K ﹤0.01%
+73
2029
$3K ﹤0.01%
99
2030
$3K ﹤0.01%
+46
2031
$3K ﹤0.01%
177
+147
2032
$3K ﹤0.01%
72
+34
2033
$3K ﹤0.01%
62
+7
2034
$3K ﹤0.01%
70
+64
2035
$3K ﹤0.01%
57
2036
$3K ﹤0.01%
49
2037
$3K ﹤0.01%
22
-5
2038
$3K ﹤0.01%
220
2039
$3K ﹤0.01%
+42
2040
$3K ﹤0.01%
120
+104
2041
$3K ﹤0.01%
99
+93
2042
$3K ﹤0.01%
62
+35
2043
$3K ﹤0.01%
50
-61
2044
$3K ﹤0.01%
1,200
2045
$3K ﹤0.01%
27
+22
2046
$3K ﹤0.01%
110
+90
2047
$3K ﹤0.01%
230
+22
2048
$3K ﹤0.01%
32
+9
2049
$3K ﹤0.01%
36
-18
2050
$3K ﹤0.01%
225
80 81
82
83 84