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
2151
$2K ﹤0.01%
32
+16
2152
$2K ﹤0.01%
45
+33
2153
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+79
2154
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64
+55
2155
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+67
2156
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70
+16
2157
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38
+20
2158
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25
2159
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2160
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+55
2161
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69
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2162
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2163
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12
+10
2164
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29
+27
2165
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110
+48
2166
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61
2167
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44
-106
2168
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28
+5
2169
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156
-332
2170
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30
2171
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48
+12
2172
$2K ﹤0.01%
40
-128
2173
$2K ﹤0.01%
146
-40
2174
$2K ﹤0.01%
36
+33
2175
$2K ﹤0.01%
46
+29
85 86
87
88 89