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
2301
$1K ﹤0.01%
249
+49
2302
$1K ﹤0.01%
74
-451
2303
$1K ﹤0.01%
+72
2304
$1K ﹤0.01%
+43
2305
$1K ﹤0.01%
+38
2306
$1K ﹤0.01%
54
2307
$1K ﹤0.01%
24
+12
2308
$1K ﹤0.01%
10
+5
2309
$1K ﹤0.01%
31
+15
2310
$1K ﹤0.01%
57
-78
2311
$1K ﹤0.01%
41
-41
2312
$1K ﹤0.01%
10
+9
2313
$1K ﹤0.01%
+28
2314
$1K ﹤0.01%
29
+12
2315
$1K ﹤0.01%
18
-79
2316
$1K ﹤0.01%
+225
2317
$1K ﹤0.01%
+7
2318
$1K ﹤0.01%
90
+54
2319
$1K ﹤0.01%
17
+3
2320
$1K ﹤0.01%
24
2321
$1K ﹤0.01%
28
+15
2322
$1K ﹤0.01%
+12
2323
$1K ﹤0.01%
+11
2324
$1K ﹤0.01%
+85
2325
$1K ﹤0.01%
65
+59
91 92
93
94 95