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
2276
$1K ﹤0.01%
75
+70
2277
$1K ﹤0.01%
388
2278
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37
+21
2279
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31
+28
2280
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17
+15
2281
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62
+40
2282
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83
+74
2283
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91
-423
2284
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25
+15
2285
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24
2286
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37
-140
2287
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81
+55
2288
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8
+4
2289
$1K ﹤0.01%
14
+2
2290
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15
+9
2291
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+12
2292
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31
+26
2293
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+43
2294
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+50
2295
$1K ﹤0.01%
+20
2296
$1K ﹤0.01%
+80
2297
$1K ﹤0.01%
+60
2298
$1K ﹤0.01%
31
+15
2299
$1K ﹤0.01%
18
+12
2300
$1K ﹤0.01%
19
-103
90 91
92
93 94