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
2076
$3K ﹤0.01%
185
+54
2077
$3K ﹤0.01%
92
+61
2078
$3K ﹤0.01%
319
+269
2079
$2K ﹤0.01%
50
+43
2080
$2K ﹤0.01%
23
+19
2081
$2K ﹤0.01%
200
2082
$2K ﹤0.01%
200
2083
$2K ﹤0.01%
53
+43
2084
$2K ﹤0.01%
92
+69
2085
$2K ﹤0.01%
+732
2086
$2K ﹤0.01%
56
+21
2087
$2K ﹤0.01%
44
+30
2088
$2K ﹤0.01%
1,054
-447
2089
$2K ﹤0.01%
+83
2090
$2K ﹤0.01%
62
+54
2091
$2K ﹤0.01%
164
+153
2092
$2K ﹤0.01%
+384
2093
$2K ﹤0.01%
85
+76
2094
$2K ﹤0.01%
270
+237
2095
$2K ﹤0.01%
57
+32
2096
$2K ﹤0.01%
108
+62
2097
$2K ﹤0.01%
+188
2098
$2K ﹤0.01%
389
+356
2099
$2K ﹤0.01%
+24
2100
$2K ﹤0.01%
59
82 83
84
85 86