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
351
$314K 0.03%
3,356
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352
$309K 0.03%
4,798
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353
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8,552
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354
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355
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4,218
356
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1,995
+2
357
$303K 0.03%
16,370
+2,130
358
$302K 0.03%
5,046
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359
$302K 0.03%
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360
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10,264
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361
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362
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5,012
+2,246
365
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3,325
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369
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370
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371
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5,351
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4,031
-123
373
$284K 0.03%
2,574
+14
374
$282K 0.03%
10,891
+2,115
375
$281K 0.03%
8,670
-2,150
13 14
15
16 17