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 7.7%
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%
62
+54
2227
$2K ﹤0.01%
164
+153
2228
$2K ﹤0.01%
+384
2229
$2K ﹤0.01%
85
+76
2230
$2K ﹤0.01%
270
+237
2231
$2K ﹤0.01%
57
+32
2232
$1K ﹤0.01%
199
-2,978
2233
$1K ﹤0.01%
+35
2234
$1K ﹤0.01%
13
+10
2235
$1K ﹤0.01%
104
+71
2236
$1K ﹤0.01%
29
-233
2237
$1K ﹤0.01%
+105
2238
$1K ﹤0.01%
21
2239
$1K ﹤0.01%
75
+70
2240
$1K ﹤0.01%
31
+28
2241
$1K ﹤0.01%
17
+15
2242
$1K ﹤0.01%
62
+40
2243
$1K ﹤0.01%
83
+74
2244
$1K ﹤0.01%
91
-423
2245
$1K ﹤0.01%
25
+15
2246
$1K ﹤0.01%
24
2247
$1K ﹤0.01%
37
-140
2248
$1K ﹤0.01%
81
+55
2249
$1K ﹤0.01%
8
+4
2250
$1K ﹤0.01%
49
+24
88 89
90
91 92