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
1026
$44K ﹤0.01%
2,229
+487
1027
$44K ﹤0.01%
1,746
+3
1028
$44K ﹤0.01%
428
+52
1029
$44K ﹤0.01%
1,173
+4
1030
$43K ﹤0.01%
1,197
+87
1031
$43K ﹤0.01%
400
1032
$43K ﹤0.01%
975
+37
1033
$43K ﹤0.01%
4,240
-62
1034
$43K ﹤0.01%
806
+17
1035
$43K ﹤0.01%
4,183
+21
1036
$43K ﹤0.01%
1,858
1037
$43K ﹤0.01%
371
-314
1038
$43K ﹤0.01%
2,050
+1,460
1039
$43K ﹤0.01%
1,192
+256
1040
$42K ﹤0.01%
954
-62
1041
$42K ﹤0.01%
2,076
+10
1042
$42K ﹤0.01%
1,000
1043
$42K ﹤0.01%
519
-12
1044
$41K ﹤0.01%
707
+166
1045
$41K ﹤0.01%
1,675
1046
$41K ﹤0.01%
+1,592
1047
$41K ﹤0.01%
444
+14
1048
$41K ﹤0.01%
1,427
+1,088
1049
$41K ﹤0.01%
1,231
1050
$41K ﹤0.01%
2,314
+472
40 41
42
43 44