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
2201
$2K ﹤0.01%
56
+51
2202
$2K ﹤0.01%
76
+67
2203
$2K ﹤0.01%
147
+140
2204
$2K ﹤0.01%
257
+173
2205
$2K ﹤0.01%
83
+69
2206
$2K ﹤0.01%
107
+100
2207
$2K ﹤0.01%
+138
2208
$2K ﹤0.01%
+34
2209
$2K ﹤0.01%
62
-6
2210
$2K ﹤0.01%
131
+116
2211
$2K ﹤0.01%
72
-133
2212
$2K ﹤0.01%
485
2213
$2K ﹤0.01%
31
-79
2214
$2K ﹤0.01%
204
-3,728
2215
$2K ﹤0.01%
50
+43
2216
$2K ﹤0.01%
23
+19
2217
$2K ﹤0.01%
200
2218
$2K ﹤0.01%
200
2219
$2K ﹤0.01%
53
+43
2220
$2K ﹤0.01%
92
+69
2221
$2K ﹤0.01%
56
+21
2222
$2K ﹤0.01%
44
+30
2223
$2K ﹤0.01%
1,054
-447
2224
$2K ﹤0.01%
+83
2225
$2K ﹤0.01%
+64
87 88
89
90 91