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
926
$57K 0.01%
304
+52
927
$56K 0.01%
1,270
+652
928
$56K 0.01%
1,256
+76
929
$56K 0.01%
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930
$56K 0.01%
8,428
+152
931
$56K 0.01%
1,817
+180
932
$56K 0.01%
502
-104
933
$55K 0.01%
2,415
+408
934
$55K 0.01%
800
935
$55K 0.01%
20,000
936
– –
0
937
$55K 0.01%
790
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938
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550
939
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369
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940
$55K 0.01%
1,574
-10
941
$55K 0.01%
2,333
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942
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1,029
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943
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944
$54K 0.01%
11,748
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945
$54K 0.01%
4,026
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1,029
-3
947
$54K 0.01%
2,200
-403
948
$54K 0.01%
713
+136
949
$54K 0.01%
640
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950
$54K 0.01%
2,016
+1,688
36 37
38
39 40