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
776
$85K 0.01%
1,002
+77
777
$85K 0.01%
2,120
-1,890
778
$84K 0.01%
4,500
-133
779
$84K 0.01%
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780
$84K 0.01%
1,741
-175
781
$84K 0.01%
1,035
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782
$84K 0.01%
2,504
-120
783
$83K 0.01%
1,446
784
$83K 0.01%
1,621
+28
785
$83K 0.01%
1,585
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786
$82K 0.01%
359
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787
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$81K 0.01%
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795
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2,142
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$80K 0.01%
842
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798
$80K 0.01%
421
799
$79K 0.01%
2,092
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800
$79K 0.01%
6,148
30 31
32
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