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
726
$97K 0.01%
1,526
+273
727
$97K 0.01%
2,443
+1,110
728
$96K 0.01%
2,685
+221
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$96K 0.01%
682
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730
$95K 0.01%
1,666
-1,075
731
$95K 0.01%
11,092
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732
$95K 0.01%
6,966
733
$95K 0.01%
6,453
-1,073
734
$95K 0.01%
2,037
-379
735
$94K 0.01%
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-4,852
736
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4,410
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737
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293
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739
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4,049
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742
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743
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4,768
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5,245
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746
$92K 0.01%
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$92K 0.01%
27,644
748
$92K 0.01%
1,064
-8
749
$92K 0.01%
1,939
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750
$92K 0.01%
460
+32
28 29
30
31 32