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
2076
$3K ﹤0.01%
131
2077
$3K ﹤0.01%
58
+17
2078
$3K ﹤0.01%
84
-103
2079
$2K ﹤0.01%
108
+62
2080
$2K ﹤0.01%
42
+39
2081
$2K ﹤0.01%
+47
2082
$2K ﹤0.01%
12
+2
2083
$2K ﹤0.01%
37
+27
2084
$2K ﹤0.01%
53
+35
2085
$2K ﹤0.01%
70
+16
2086
$2K ﹤0.01%
38
+20
2087
$2K ﹤0.01%
25
2088
$2K ﹤0.01%
+732
2089
$2K ﹤0.01%
+188
2090
$2K ﹤0.01%
389
+356
2091
$2K ﹤0.01%
+24
2092
$2K ﹤0.01%
59
2093
$2K ﹤0.01%
91
-10
2094
$2K ﹤0.01%
95
2095
$2K ﹤0.01%
37
+8
2096
$2K ﹤0.01%
19
+15
2097
$2K ﹤0.01%
46
+40
2098
$2K ﹤0.01%
39
2099
$2K ﹤0.01%
80
+71
2100
$2K ﹤0.01%
44
+41
82 83
84
85 86