We are live on ! Find out more
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%
92
+69
2227
$2K ﹤0.01%
+732
2228
$2K ﹤0.01%
56
+21
2229
$2K ﹤0.01%
44
+30
2230
$2K ﹤0.01%
1,054
-447
2231
$2K ﹤0.01%
+83
2232
$1K ﹤0.01%
27
2233
$1K ﹤0.01%
114
+5
2234
$1K ﹤0.01%
53
2235
$1K ﹤0.01%
16
+14
2236
$1K ﹤0.01%
50
+45
2237
$1K ﹤0.01%
14
+12
2238
$1K ﹤0.01%
+2
2239
$1K ﹤0.01%
+179
2240
$1K ﹤0.01%
10
+1
2241
$1K ﹤0.01%
45
+41
2242
$1K ﹤0.01%
25
+10
2243
$1K ﹤0.01%
11
+9
2244
$1K ﹤0.01%
53
+43
2245
$1K ﹤0.01%
18
+12
2246
$1K ﹤0.01%
19
-103
2247
$1K ﹤0.01%
249
+49
2248
$1K ﹤0.01%
74
-451
2249
$1K ﹤0.01%
+20
2250
$1K ﹤0.01%
+40
88 89
90
91 92