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
2251
$1K ﹤0.01%
14
+2
2252
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15
+9
2253
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+12
2254
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31
+26
2255
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+50
2256
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94
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2257
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33
+28
2258
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10
-2
2259
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34
2260
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388
2261
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+276
2262
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37
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8
+7
2264
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61
2265
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72
+67
2266
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32
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2268
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+82
2269
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+16
2270
$1K ﹤0.01%
+81
2271
– –
0
2272
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58
+44
2273
$1K ﹤0.01%
26
+24
2274
$1K ﹤0.01%
+47
2275
$1K ﹤0.01%
33
+3
89 90
91
92 93