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 7.7%
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
2176
$2K ﹤0.01%
44
+19
2177
$2K ﹤0.01%
26
+20
2178
$2K ﹤0.01%
56
+28
2179
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+39
2180
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56
+48
2181
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69
+38
2182
$2K ﹤0.01%
+840
2183
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26
2184
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1
2185
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+100
2186
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48
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2187
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26
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2188
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128
+80
2189
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64
+50
2190
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180
+2
2191
$2K ﹤0.01%
30
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2192
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138
+131
2193
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+21
2194
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+67
2195
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+61
2196
$2K ﹤0.01%
33
+6
2197
$2K ﹤0.01%
49
+18
2198
$2K ﹤0.01%
112
+81
2199
$2K ﹤0.01%
6
2200
$2K ﹤0.01%
164
-26
86 87
88
89 90