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
576
$146K 0.02%
948
-73
577
$145K 0.02%
1,876
+4
578
$145K 0.02%
1,605
+12
579
$145K 0.02%
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580
$144K 0.02%
761
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581
$143K 0.02%
731
+54
582
$143K 0.02%
12,865
583
$143K 0.02%
1,690
584
$143K 0.02%
2,167
-204
585
$142K 0.02%
15,261
586
$142K 0.02%
6,904
+40
587
$142K 0.02%
3,512
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$141K 0.02%
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590
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0
591
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$138K 0.02%
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$137K 0.01%
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1,540
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$137K 0.01%
1,069
-55
598
$137K 0.01%
3,295
+22
599
$136K 0.01%
28,879
-1,025
600
$136K 0.01%
2,117
-816
22 23
24
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