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
2101
$2K ﹤0.01%
91
-10
2102
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95
2103
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151
+135
2104
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50
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2105
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5
2106
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2107
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53
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2108
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2109
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2110
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+30
2111
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59
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2113
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+102
2114
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25
+3
2115
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85
+45
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+86
2117
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+48
2118
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69
+38
2119
$2K ﹤0.01%
+840
2120
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26
2121
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1
2122
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48
+44
2123
$2K ﹤0.01%
26
+24
2124
$2K ﹤0.01%
128
+80
2125
$2K ﹤0.01%
64
+50
83 84
85
86 87