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
2276
$1K ﹤0.01%
20
+11
2277
$1K ﹤0.01%
21
-153
2278
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71
+63
2279
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29
-5
2280
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+29
2281
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55
+12
2282
$1K ﹤0.01%
4
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2283
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+5
2284
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45
+41
2285
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+32
2286
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37
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2288
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+20
2289
$1K ﹤0.01%
89
+48
2290
$1K ﹤0.01%
+43
2291
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82
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2292
$1K ﹤0.01%
5
2293
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+2
2294
$1K ﹤0.01%
+179
2295
$1K ﹤0.01%
10
+1
2296
$1K ﹤0.01%
25
+10
2297
$1K ﹤0.01%
11
+9
2298
$1K ﹤0.01%
53
+43
2299
$1K ﹤0.01%
18
+12
2300
$1K ﹤0.01%
19
-103
90 91
92
93 94