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
2326
$1K ﹤0.01%
40
+37
2327
$1K ﹤0.01%
66
+25
2328
$1K ﹤0.01%
+3
2329
$1K ﹤0.01%
27
2330
$1K ﹤0.01%
114
+5
2331
$1K ﹤0.01%
53
2332
$1K ﹤0.01%
16
+14
2333
$1K ﹤0.01%
50
+45
2334
$1K ﹤0.01%
14
+12
2335
$1K ﹤0.01%
28
+24
2336
$1K ﹤0.01%
22
+12
2337
$1K ﹤0.01%
43
+35
2338
$1K ﹤0.01%
66
+46
2339
$1K ﹤0.01%
+62
2340
$1K ﹤0.01%
+2
2341
$1K ﹤0.01%
+17
2342
$1K ﹤0.01%
52
+37
2343
$1K ﹤0.01%
15
2344
$1K ﹤0.01%
43
2345
$1K ﹤0.01%
57
+52
2346
$1K ﹤0.01%
30
+23
2347
$1K ﹤0.01%
114
+75
2348
$1K ﹤0.01%
199
-597
2349
$1K ﹤0.01%
45
2350
$1K ﹤0.01%
36
+1
92 93
94
95 96