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
2051
$3K ﹤0.01%
128
+103
2052
$3K ﹤0.01%
607
-131
2053
$3K ﹤0.01%
185
+54
2054
$3K ﹤0.01%
111
+57
2055
$3K ﹤0.01%
168
+27
2056
$3K ﹤0.01%
175
-208
2057
$3K ﹤0.01%
48
+46
2058
$3K ﹤0.01%
89
-150
2059
$3K ﹤0.01%
67
+26
2060
$3K ﹤0.01%
32
-308
2061
$3K ﹤0.01%
92
+61
2062
$3K ﹤0.01%
319
+269
2063
$3K ﹤0.01%
74
+65
2064
$3K ﹤0.01%
+84
2065
$3K ﹤0.01%
+44
2066
$3K ﹤0.01%
+184
2067
$3K ﹤0.01%
255
+87
2068
$3K ﹤0.01%
35
-6
2069
$3K ﹤0.01%
237
-15
2070
$3K ﹤0.01%
22
+21
2071
$3K ﹤0.01%
+72
2072
$3K ﹤0.01%
165
+118
2073
$3K ﹤0.01%
372
-62
2074
$3K ﹤0.01%
285
-6
2075
$3K ﹤0.01%
53
+40
81 82
83
84 85