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
1051
$41K ﹤0.01%
66
+18
1052
$41K ﹤0.01%
1,562
+551
1053
$41K ﹤0.01%
2,120
-195
1054
$40K ﹤0.01%
176
-12
1055
$40K ﹤0.01%
1,985
+68
1056
$40K ﹤0.01%
357
-293
1057
$40K ﹤0.01%
1,577
+47
1058
$39K ﹤0.01%
688
+10
1059
$39K ﹤0.01%
1,091
+75
1060
$39K ﹤0.01%
749
-973
1061
$39K ﹤0.01%
1,996
1062
$39K ﹤0.01%
1,421
+156
1063
$39K ﹤0.01%
734
+120
1064
$38K ﹤0.01%
1,007
-90
1065
$38K ﹤0.01%
800
1066
$38K ﹤0.01%
1,752
+746
1067
$38K ﹤0.01%
151
+13
1068
$38K ﹤0.01%
1,134
1069
$38K ﹤0.01%
341
1070
$38K ﹤0.01%
669
+96
1071
$38K ﹤0.01%
1,451
+340
1072
$38K ﹤0.01%
1,966
+539
1073
$38K ﹤0.01%
2,434
+370
1074
$38K ﹤0.01%
1,207
-121
1075
$38K ﹤0.01%
341
+4
41 42
43
44 45