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
2176
$2K ﹤0.01%
61
+50
2177
$2K ﹤0.01%
115
+110
2178
$2K ﹤0.01%
+3
2179
$2K ﹤0.01%
33
+5
2180
$2K ﹤0.01%
31
2181
$2K ﹤0.01%
32
-9
2182
$2K ﹤0.01%
168
2183
$2K ﹤0.01%
96
+86
2184
$2K ﹤0.01%
84
+78
2185
$2K ﹤0.01%
32
+29
2186
$2K ﹤0.01%
+66
2187
$2K ﹤0.01%
20
-32
2188
$2K ﹤0.01%
71
-60
2189
$2K ﹤0.01%
+76
2190
$2K ﹤0.01%
36
+9
2191
$2K ﹤0.01%
+125
2192
$2K ﹤0.01%
+124
2193
$2K ﹤0.01%
131
+89
2194
$2K ﹤0.01%
180
2195
$2K ﹤0.01%
64
+44
2196
$2K ﹤0.01%
26
+24
2197
$2K ﹤0.01%
50
+41
2198
$2K ﹤0.01%
+47
2199
$2K ﹤0.01%
70
+40
2200
$2K ﹤0.01%
80
86 87
88
89 90