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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
2401
$1K ﹤0.01%
31
+15
2402
$1K ﹤0.01%
57
-78
2403
$1K ﹤0.01%
41
-41
2404
$1K ﹤0.01%
10
+9
2405
$1K ﹤0.01%
+28
2406
$1K ﹤0.01%
29
+12
2407
$1K ﹤0.01%
18
-79
2408
$1K ﹤0.01%
+225
2409
$1K ﹤0.01%
+7
2410
$1K ﹤0.01%
90
+54
2411
$1K ﹤0.01%
17
+3
2412
$1K ﹤0.01%
24
2413
$1K ﹤0.01%
+5
2414
$1K ﹤0.01%
28
+15
2415
$1K ﹤0.01%
+12
2416
$1K ﹤0.01%
+11
2417
$1K ﹤0.01%
+85
2418
$1K ﹤0.01%
65
+59
2419
$1K ﹤0.01%
40
+37
2420
$1K ﹤0.01%
66
+25
2421
$1K ﹤0.01%
+3
2422
– –
-100
2423
– –
0
2424
– –
-395
2425
– –
-43
95 96
97
98 99