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
2251
$1K ﹤0.01%
50
+45
2252
$1K ﹤0.01%
14
+12
2253
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+2
2254
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+179
2255
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10
+1
2256
$1K ﹤0.01%
45
+41
2257
$1K ﹤0.01%
25
+10
2258
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11
+9
2259
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53
+43
2260
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18
+12
2261
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19
-103
2262
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249
+49
2263
$1K ﹤0.01%
74
-451
2264
$1K ﹤0.01%
+20
2265
$1K ﹤0.01%
+40
2266
$1K ﹤0.01%
+20
2267
$1K ﹤0.01%
179
2268
$1K ﹤0.01%
35
+25
2269
$1K ﹤0.01%
86
+31
2270
$1K ﹤0.01%
+78
2271
$1K ﹤0.01%
42
+30
2272
$1K ﹤0.01%
+22
2273
$1K ﹤0.01%
28
2274
$1K ﹤0.01%
+58
2275
$1K ﹤0.01%
299
+166
89 90
91
92 93