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
426
$235K 0.03%
1,344
+38
427
$234K 0.03%
11,278
+871
428
$232K 0.03%
3,885
+148
429
$232K 0.03%
7,151
+2,852
430
$232K 0.03%
1,908
+500
431
$232K 0.03%
2,836
432
$231K 0.03%
14,300
-21,295
433
$228K 0.02%
6,950
+28
434
$228K 0.02%
6,372
+246
435
$227K 0.02%
13,757
-1,306
436
$226K 0.02%
2,279
-72
437
$225K 0.02%
3,887
+57
438
$225K 0.02%
17,810
+1,185
439
$224K 0.02%
4,806
-2,814
440
$222K 0.02%
4,011
-100
441
$222K 0.02%
5,639
-367
442
$221K 0.02%
2,862
-855
443
$221K 0.02%
14,040
+3,000
444
$219K 0.02%
4,759
+46
445
$218K 0.02%
4,406
+52
446
$218K 0.02%
4,164
+2,074
447
$217K 0.02%
+5,587
448
$216K 0.02%
3,916
+633
449
$214K 0.02%
4,386
-12
450
$214K 0.02%
4,624
+770
16 17
18
19 20