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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
2201
$2K ﹤0.01%
80
+71
2202
$2K ﹤0.01%
33
+6
2203
$2K ﹤0.01%
49
+18
2204
$2K ﹤0.01%
112
+81
2205
$2K ﹤0.01%
6
2206
$2K ﹤0.01%
164
-26
2207
$2K ﹤0.01%
56
+51
2208
$2K ﹤0.01%
76
+67
2209
$2K ﹤0.01%
147
+140
2210
$2K ﹤0.01%
257
+173
2211
$2K ﹤0.01%
83
+69
2212
$2K ﹤0.01%
107
+100
2213
$2K ﹤0.01%
+138
2214
$2K ﹤0.01%
+34
2215
$2K ﹤0.01%
62
-6
2216
$2K ﹤0.01%
131
+116
2217
$2K ﹤0.01%
72
-133
2218
$2K ﹤0.01%
485
2219
$2K ﹤0.01%
31
-79
2220
$2K ﹤0.01%
204
-3,728
2221
$2K ﹤0.01%
50
+43
2222
$2K ﹤0.01%
23
+19
2223
$2K ﹤0.01%
200
2224
$2K ﹤0.01%
200
2225
$2K ﹤0.01%
53
+43
87 88
89
90 91