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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
2126
$2K ﹤0.01%
12
+10
2127
$2K ﹤0.01%
29
+27
2128
$2K ﹤0.01%
110
+48
2129
$2K ﹤0.01%
61
2130
$2K ﹤0.01%
44
-106
2131
$2K ﹤0.01%
28
+5
2132
$2K ﹤0.01%
156
-332
2133
$2K ﹤0.01%
30
2134
$2K ﹤0.01%
48
+12
2135
$2K ﹤0.01%
40
-128
2136
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37
+8
2137
$2K ﹤0.01%
19
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2138
$2K ﹤0.01%
+30
2139
$2K ﹤0.01%
59
+55
2140
$2K ﹤0.01%
151
+135
2141
$2K ﹤0.01%
50
+47
2142
$2K ﹤0.01%
5
2143
$2K ﹤0.01%
146
-40
2144
$2K ﹤0.01%
61
+50
2145
$2K ﹤0.01%
+3
2146
$2K ﹤0.01%
33
+5
2147
$2K ﹤0.01%
31
2148
$2K ﹤0.01%
32
-9
2149
$2K ﹤0.01%
168
2150
$2K ﹤0.01%
96
+86
84 85
86
87 88