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
2226
$2K ﹤0.01%
62
-6
2227
$2K ﹤0.01%
131
+116
2228
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72
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2229
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485
2230
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31
-79
2231
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204
-3,728
2232
$1K ﹤0.01%
41
-41
2233
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10
+9
2234
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+28
2235
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29
+12
2236
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18
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2237
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+225
2238
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+7
2239
$1K ﹤0.01%
90
+54
2240
$1K ﹤0.01%
17
+3
2241
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24
2242
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+5
2243
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28
+15
2244
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+12
2245
$1K ﹤0.01%
+11
2246
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+3
2247
$1K ﹤0.01%
27
2248
$1K ﹤0.01%
114
+5
2249
$1K ﹤0.01%
53
2250
$1K ﹤0.01%
16
+14
88 89
90
91 92