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
951
$54K 0.01%
507
+2
952
$54K 0.01%
2,444
-79
953
$53K 0.01%
510
-31
954
$53K 0.01%
3,647
+940
955
$53K 0.01%
1,238
+347
956
$53K 0.01%
1,099
+996
957
$53K 0.01%
366
+315
958
$53K 0.01%
755
+127
959
$53K 0.01%
1,915
-279
960
$53K 0.01%
1,059
-80
961
$53K 0.01%
430
+14
962
$53K 0.01%
728
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963
$53K 0.01%
333
+40
964
$52K 0.01%
87
+23
965
$52K 0.01%
1,500
+34
966
$52K 0.01%
1,143
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967
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1,309
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968
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8,090
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969
$52K 0.01%
2,108
970
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2,291
-100
971
$52K 0.01%
967
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972
$52K 0.01%
1,278
+182
973
$52K 0.01%
1,457
-94
974
$52K 0.01%
2,054
+214
975
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