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
2401
$1K ﹤0.01%
8
2402
$1K ﹤0.01%
+35
2403
$1K ﹤0.01%
+5
2404
$1K ﹤0.01%
+18
2405
$1K ﹤0.01%
25
+21
2406
$1K ﹤0.01%
8
+5
2407
$1K ﹤0.01%
16
+13
2408
$1K ﹤0.01%
51
2409
$1K ﹤0.01%
71
+63
2410
$1K ﹤0.01%
29
-5
2411
$1K ﹤0.01%
32
2412
$1K ﹤0.01%
61
+23
2413
$1K ﹤0.01%
28
+20
2414
$1K ﹤0.01%
33
+30
2415
$1K ﹤0.01%
29
+23
2416
$1K ﹤0.01%
+38
2417
$1K ﹤0.01%
54
2418
$1K ﹤0.01%
24
+12
2419
$1K ﹤0.01%
10
+5
2420
$1K ﹤0.01%
31
+15
2421
$1K ﹤0.01%
57
-78
2422
– –
-3
2423
$0 ﹤0.01%
6
2424
– –
0
2425
$0 ﹤0.01%
16
95 96
97
98 99