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
2301
$1K ﹤0.01%
34
2302
$1K ﹤0.01%
75
+70
2303
$1K ﹤0.01%
388
2304
$1K ﹤0.01%
28
+24
2305
$1K ﹤0.01%
22
+12
2306
$1K ﹤0.01%
43
+35
2307
$1K ﹤0.01%
66
+46
2308
$1K ﹤0.01%
37
+33
2309
$1K ﹤0.01%
+17
2310
$1K ﹤0.01%
18
+14
2311
$1K ﹤0.01%
+23
2312
$1K ﹤0.01%
189
+134
2313
$1K ﹤0.01%
27
+25
2314
$1K ﹤0.01%
+60
2315
$1K ﹤0.01%
+32
2316
$1K ﹤0.01%
33
+3
2317
$1K ﹤0.01%
20
+11
2318
$1K ﹤0.01%
+276
2319
$1K ﹤0.01%
+32
2320
$1K ﹤0.01%
+36
2321
$1K ﹤0.01%
37
+20
2322
$1K ﹤0.01%
+20
2323
$1K ﹤0.01%
89
+48
2324
$1K ﹤0.01%
+43
2325
$1K ﹤0.01%
82
+54
91 92
93
94 95