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
876
$66K 0.01%
1,537
+218
877
$66K 0.01%
4,202
878
$65K 0.01%
4,000
879
$65K 0.01%
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880
$65K 0.01%
914
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881
– –
0
882
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962
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883
$64K 0.01%
1,047
-133
884
$64K 0.01%
1,128
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885
$63K 0.01%
390
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886
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1,208
887
$62K 0.01%
1,578
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888
$62K 0.01%
501
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890
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891
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1,300
-1,071
892
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894
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895
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897
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3,560
898
$60K 0.01%
6,077
-414
899
$60K 0.01%
2,123
900
– –
0
34 35
36
37 38