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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
2151
$2K ﹤0.01%
84
+78
2152
$2K ﹤0.01%
32
+29
2153
$2K ﹤0.01%
+66
2154
$2K ﹤0.01%
50
2155
$2K ﹤0.01%
+102
2156
$2K ﹤0.01%
25
+3
2157
$2K ﹤0.01%
85
+45
2158
$2K ﹤0.01%
141
+86
2159
$2K ﹤0.01%
20
-32
2160
$2K ﹤0.01%
71
-60
2161
$2K ﹤0.01%
+76
2162
$2K ﹤0.01%
36
+9
2163
$2K ﹤0.01%
+125
2164
$2K ﹤0.01%
+124
2165
$2K ﹤0.01%
131
+89
2166
$2K ﹤0.01%
180
2167
$2K ﹤0.01%
64
+44
2168
$2K ﹤0.01%
26
+24
2169
$2K ﹤0.01%
+65
2170
$2K ﹤0.01%
50
+41
2171
$2K ﹤0.01%
+47
2172
$2K ﹤0.01%
70
+40
2173
$2K ﹤0.01%
80
2174
$2K ﹤0.01%
+96
2175
$2K ﹤0.01%
+36
85 86
87
88 89