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
2026
$3K ﹤0.01%
50
-61
2027
$3K ﹤0.01%
1,200
2028
$3K ﹤0.01%
27
+22
2029
$3K ﹤0.01%
110
+90
2030
$3K ﹤0.01%
230
+22
2031
$3K ﹤0.01%
32
+9
2032
$3K ﹤0.01%
36
-18
2033
$3K ﹤0.01%
225
2034
$3K ﹤0.01%
+84
2035
$3K ﹤0.01%
280
+175
2036
$3K ﹤0.01%
75
+66
2037
$3K ﹤0.01%
23
+3
2038
$3K ﹤0.01%
51
2039
$3K ﹤0.01%
+62
2040
$3K ﹤0.01%
23
+16
2041
$3K ﹤0.01%
+39
2042
$3K ﹤0.01%
46
+12
2043
$3K ﹤0.01%
351
+133
2044
$3K ﹤0.01%
64
+16
2045
$3K ﹤0.01%
104
+79
2046
$3K ﹤0.01%
35
-6
2047
$3K ﹤0.01%
+44
2048
$3K ﹤0.01%
237
-15
2049
$3K ﹤0.01%
22
+21
2050
$3K ﹤0.01%
+72
80 81
82
83 84