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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
2301
$1K ﹤0.01%
32
+21
2302
$1K ﹤0.01%
+62
2303
$1K ﹤0.01%
+2
2304
$1K ﹤0.01%
+17
2305
$1K ﹤0.01%
94
+73
2306
$1K ﹤0.01%
345
2307
$1K ﹤0.01%
+82
2308
$1K ﹤0.01%
+16
2309
$1K ﹤0.01%
+81
2310
– –
0
2311
$1K ﹤0.01%
58
+44
2312
$1K ﹤0.01%
26
+24
2313
$1K ﹤0.01%
+47
2314
$1K ﹤0.01%
52
+37
2315
$1K ﹤0.01%
15
2316
$1K ﹤0.01%
43
2317
$1K ﹤0.01%
57
+52
2318
$1K ﹤0.01%
30
+23
2319
$1K ﹤0.01%
114
+75
2320
$1K ﹤0.01%
199
-597
2321
$1K ﹤0.01%
45
2322
$1K ﹤0.01%
36
+1
2323
$1K ﹤0.01%
57
+22
2324
$1K ﹤0.01%
120
+109
2325
$1K ﹤0.01%
+3
91 92
93
94 95