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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
2051
$3K ﹤0.01%
62
+7
2052
$3K ﹤0.01%
70
+64
2053
$3K ﹤0.01%
57
2054
$3K ﹤0.01%
49
2055
$3K ﹤0.01%
22
-5
2056
$3K ﹤0.01%
220
2057
$3K ﹤0.01%
+42
2058
$3K ﹤0.01%
120
+104
2059
$3K ﹤0.01%
32
-308
2060
$3K ﹤0.01%
92
+61
2061
$3K ﹤0.01%
99
+93
2062
$3K ﹤0.01%
319
+269
2063
$3K ﹤0.01%
62
+35
2064
$3K ﹤0.01%
50
-61
2065
$3K ﹤0.01%
234
+173
2066
$3K ﹤0.01%
16
+5
2067
$3K ﹤0.01%
72
+53
2068
$3K ﹤0.01%
207
2069
$3K ﹤0.01%
185
+54
2070
$3K ﹤0.01%
165
+118
2071
$3K ﹤0.01%
285
-6
2072
$3K ﹤0.01%
53
+40
2073
$3K ﹤0.01%
131
2074
$3K ﹤0.01%
58
+17
2075
$3K ﹤0.01%
111
+57
81 82
83
84 85