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
201
$681K 0.07%
4,983
-102
202
$679K 0.07%
15,402
+6,217
203
$678K 0.07%
15,833
-16
204
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6,273
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205
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4,394
-184
206
$677K 0.07%
12,633
207
$671K 0.07%
8,463
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208
$669K 0.07%
72,780
-47,820
209
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75,568
-2,624
210
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211
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9,268
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212
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6,569
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213
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214
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3,887
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215
$646K 0.06%
3,580
+1,064
216
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217
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11,568
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218
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219
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220
$611K 0.06%
39,071
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221
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8,438
-6,475
222
$609K 0.06%
4,168
+1,206
223
$590K 0.06%
19,371
-3,939
224
$590K 0.06%
23,523
-1,614
225
$583K 0.06%
4,561
-318
7 8
9
10 11