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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
2076
$3K ﹤0.01%
168
+27
2077
$3K ﹤0.01%
175
-208
2078
$3K ﹤0.01%
48
+46
2079
$2K ﹤0.01%
+64
2080
$2K ﹤0.01%
62
+54
2081
$2K ﹤0.01%
164
+153
2082
$2K ﹤0.01%
+384
2083
$2K ﹤0.01%
85
+76
2084
$2K ﹤0.01%
270
+237
2085
$2K ﹤0.01%
57
+32
2086
$2K ﹤0.01%
108
+62
2087
$2K ﹤0.01%
+188
2088
$2K ﹤0.01%
389
+356
2089
$2K ﹤0.01%
+24
2090
$2K ﹤0.01%
59
2091
$2K ﹤0.01%
91
-10
2092
$2K ﹤0.01%
95
2093
$2K ﹤0.01%
44
+41
2094
$2K ﹤0.01%
42
+39
2095
$2K ﹤0.01%
+47
2096
$2K ﹤0.01%
12
+2
2097
$2K ﹤0.01%
37
+27
2098
$2K ﹤0.01%
+62
2099
$2K ﹤0.01%
53
+45
2100
$2K ﹤0.01%
36
+33
82 83
84
85 86