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
451
$214K 0.02%
12,250
452
$213K 0.02%
14,482
-25
453
$213K 0.02%
3,995
454
$212K 0.02%
989
+9
455
$211K 0.02%
3,754
+54
456
$210K 0.02%
7,203
-2,500
457
$210K 0.02%
3,250
-17
458
$209K 0.02%
4,549
+298
459
$208K 0.02%
3,692
-78
460
$207K 0.02%
2,451
+799
461
$207K 0.02%
4,458
+14
462
$207K 0.02%
5,673
+687
463
$207K 0.02%
3,220
+28
464
$206K 0.02%
4,588
-803
465
$205K 0.02%
3,198
+10
466
$205K 0.02%
+3,453
467
$204K 0.02%
14,954
-1,058
468
$203K 0.02%
1,171
-73
469
$203K 0.02%
1,940
-13
470
$202K 0.02%
1,545
+1,036
471
$202K 0.02%
3,696
-1,100
472
$202K 0.02%
7,116
-441
473
$200K 0.02%
+7,045
474
$199K 0.02%
3,683
+738
475
$199K 0.02%
4,044
+90
17 18
19
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