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
2151
$2K ﹤0.01%
68
+60
2152
$2K ﹤0.01%
128
+83
2153
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+40
2154
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101
+12
2155
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142
+2
2156
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62
+44
2157
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32
+16
2158
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45
+33
2159
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+79
2160
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64
+55
2161
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+67
2162
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110
+48
2163
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61
2164
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44
-106
2165
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28
+5
2166
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156
-332
2167
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30
2168
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48
+12
2169
$2K ﹤0.01%
40
-128
2170
$2K ﹤0.01%
37
+8
2171
$2K ﹤0.01%
19
+15
2172
$2K ﹤0.01%
+30
2173
$2K ﹤0.01%
59
+55
2174
$2K ﹤0.01%
151
+135
2175
$2K ﹤0.01%
50
+47
85 86
87
88 89