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
$918M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,682
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.03M
3
+$1.98M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.92M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.87M

Top Sells

1
+$912K
2
+$902K
3
+$587K
4
WBA
Walgreens Boots Alliance
WBA
+$552K
5
DSM
BNY Mellon Strategic Municipal Bond Fund
DSM
+$514K

Sector Composition

1 Financials 7.89%
2 Technology 7.23%
3 Healthcare 6.29%
4 Industrials 5.19%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$465K 0.05%
1,909
+511
252
$459K 0.05%
6,537
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253
$458K 0.05%
4,694
-1,544
254
$455K 0.05%
20,145
+1,180
255
$454K 0.05%
3,258
+147
256
$452K 0.05%
4,520
-269
257
$450K 0.05%
4,837
+108
258
$449K 0.05%
7,093
+334
259
$448K 0.05%
1,811
-58
260
$447K 0.05%
6,919
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261
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9,103
262
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4,297
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263
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7,982
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264
$435K 0.05%
3,297
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265
$435K 0.05%
7,260
-186
266
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11,201
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267
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12,323
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268
$426K 0.05%
11,445
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269
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5,520
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270
$424K 0.05%
4,926
+2,082
271
$424K 0.05%
23,894
+204
272
$422K 0.05%
15,705
+2,104
273
$421K 0.05%
17,069
+2,297
274
$416K 0.05%
7,005
+3,004
275
$414K 0.05%
8,538
-226
9 10
11
12 13