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
476
$199K 0.02%
4,022
+5
477
$198K 0.02%
3,794
-740
478
$197K 0.02%
3,575
+15
479
$197K 0.02%
6,550
+2,013
480
$197K 0.02%
9,214
+270
481
$196K 0.02%
1,792
-8
482
$196K 0.02%
6,997
+135
483
$195K 0.02%
1,267
+37
484
$195K 0.02%
1,763
+16
485
$193K 0.02%
1,384
-164
486
$193K 0.02%
10,700
+1,860
487
$192K 0.02%
11,505
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488
$191K 0.02%
3,222
-140
489
$191K 0.02%
1,329
+136
490
– –
0
491
$191K 0.02%
3,061
-51
492
$190K 0.02%
+6,875
493
$188K 0.02%
4,686
+437
494
$188K 0.02%
11,509
495
$188K 0.02%
3,050
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496
$188K 0.02%
1,327
+35
497
$187K 0.02%
3,002
+581
498
$187K 0.02%
1,627
-294
499
$186K 0.02%
3,850
+636
500
$185K 0.02%
3,495
+18
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