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
801
$79K 0.01%
1,496
+1,341
802
$78K 0.01%
793
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803
$78K 0.01%
1,500
804
$78K 0.01%
1,063
-117
805
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1,882
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806
$78K 0.01%
7,484
-74
807
$78K 0.01%
1,487
+240
808
$77K 0.01%
917
809
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550
-23
810
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1,853
+116
811
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2,242
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812
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943
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813
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814
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1,109
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815
$76K 0.01%
1,265
-1,169
816
$76K 0.01%
632
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817
$75K 0.01%
668
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818
– –
0
819
$75K 0.01%
1,343
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820
$75K 0.01%
958
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821
$74K 0.01%
304
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$74K 0.01%
3,088
+2,816
823
$74K 0.01%
1,550
-3
824
$74K 0.01%
4,895
-625
825
$73K 0.01%
426
-31
31 32
33
34 35