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
2401
$1K ﹤0.01%
33
-208
2402
$1K ﹤0.01%
61
+23
2403
$1K ﹤0.01%
28
+20
2404
$1K ﹤0.01%
33
+30
2405
$1K ﹤0.01%
29
+23
2406
$1K ﹤0.01%
+20
2407
$1K ﹤0.01%
+40
2408
$1K ﹤0.01%
+20
2409
$1K ﹤0.01%
179
2410
$1K ﹤0.01%
35
+25
2411
$1K ﹤0.01%
86
+31
2412
$1K ﹤0.01%
+78
2413
$1K ﹤0.01%
42
+30
2414
$1K ﹤0.01%
+22
2415
$1K ﹤0.01%
28
2416
$1K ﹤0.01%
+58
2417
$1K ﹤0.01%
299
+166
2418
$1K ﹤0.01%
+32
2419
$1K ﹤0.01%
68
+47
2420
$1K ﹤0.01%
33
2421
$1K ﹤0.01%
6
+4
2422
– –
-27
2423
– –
-820
2424
– –
0
2425
– –
-1
95 96
97
98 99