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
2201
$2K ﹤0.01%
+24
2202
$2K ﹤0.01%
+36
2203
$2K ﹤0.01%
51
+10
2204
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79
-90
2205
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44
+19
2206
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26
+20
2207
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56
+28
2208
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+39
2209
$2K ﹤0.01%
+100
2210
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+21
2211
$2K ﹤0.01%
+67
2212
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+61
2213
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33
+6
2214
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49
+18
2215
$2K ﹤0.01%
112
+81
2216
$2K ﹤0.01%
6
2217
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164
-26
2218
$2K ﹤0.01%
56
+51
2219
$2K ﹤0.01%
76
+67
2220
$2K ﹤0.01%
147
+140
2221
$2K ﹤0.01%
257
+173
2222
$2K ﹤0.01%
83
+69
2223
$2K ﹤0.01%
107
+100
2224
$2K ﹤0.01%
+138
2225
$2K ﹤0.01%
+34
87 88
89
90 91