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
2051
$3K ﹤0.01%
+84
2052
$3K ﹤0.01%
280
+175
2053
$3K ﹤0.01%
75
+66
2054
$3K ﹤0.01%
23
+3
2055
$3K ﹤0.01%
51
2056
$3K ﹤0.01%
+62
2057
$3K ﹤0.01%
23
+16
2058
$3K ﹤0.01%
+39
2059
$3K ﹤0.01%
46
+12
2060
$3K ﹤0.01%
351
+133
2061
$3K ﹤0.01%
64
+16
2062
$3K ﹤0.01%
104
+79
2063
$3K ﹤0.01%
+44
2064
$3K ﹤0.01%
56
+54
2065
$3K ﹤0.01%
145
+127
2066
$3K ﹤0.01%
122
+73
2067
$3K ﹤0.01%
28
2068
$3K ﹤0.01%
326
+314
2069
$3K ﹤0.01%
92
+85
2070
$3K ﹤0.01%
201
+133
2071
$3K ﹤0.01%
+184
2072
$3K ﹤0.01%
72
+53
2073
$3K ﹤0.01%
207
2074
$3K ﹤0.01%
128
+103
2075
$3K ﹤0.01%
607
-131
81 82
83
84 85