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
401
$255K 0.03%
1,923
+177
402
$255K 0.03%
3,324
+64
403
$255K 0.03%
6,140
-451
404
$252K 0.03%
4,261
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405
$249K 0.03%
13,463
-307
406
$249K 0.03%
2,900
-54
407
$248K 0.03%
4,928
-289
408
– –
0
409
$247K 0.03%
4,296
-33
410
$246K 0.03%
6,316
+7
411
$244K 0.03%
10,712
-6,110
412
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3,032
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413
$242K 0.03%
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414
$242K 0.03%
3,281
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415
$240K 0.03%
564
-90
416
$240K 0.03%
6,845
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417
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4,715
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418
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419
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420
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7,159
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421
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5,842
-432
422
$238K 0.03%
533
-39
423
$237K 0.03%
6,421
+515
424
$237K 0.03%
3,574
+200
425
$236K 0.03%
3,675
+180
15 16
17
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