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
2226
$2K ﹤0.01%
128
+80
2227
$2K ﹤0.01%
64
+50
2228
$2K ﹤0.01%
180
+2
2229
$2K ﹤0.01%
257
+173
2230
$2K ﹤0.01%
83
+69
2231
$2K ﹤0.01%
107
+100
2232
$1K ﹤0.01%
+12
2233
$1K ﹤0.01%
+11
2234
$1K ﹤0.01%
+85
2235
$1K ﹤0.01%
65
+59
2236
$1K ﹤0.01%
40
+37
2237
$1K ﹤0.01%
66
+25
2238
$1K ﹤0.01%
+3
2239
$1K ﹤0.01%
27
2240
$1K ﹤0.01%
114
+5
2241
$1K ﹤0.01%
53
2242
$1K ﹤0.01%
16
+14
2243
$1K ﹤0.01%
50
+45
2244
$1K ﹤0.01%
14
+12
2245
$1K ﹤0.01%
+2
2246
$1K ﹤0.01%
+179
2247
$1K ﹤0.01%
10
+1
2248
$1K ﹤0.01%
45
+41
2249
$1K ﹤0.01%
25
+10
2250
$1K ﹤0.01%
11
+9
88 89
90
91 92