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
1151
$31K ﹤0.01%
650
-148
1152
$31K ﹤0.01%
+817
1153
$31K ﹤0.01%
535
-925
1154
$31K ﹤0.01%
1,100
1155
$31K ﹤0.01%
662
-49
1156
$31K ﹤0.01%
1,385
+23
1157
$30K ﹤0.01%
637
-189
1158
$30K ﹤0.01%
5,067
+158
1159
$30K ﹤0.01%
500
1160
$30K ﹤0.01%
645
1161
$30K ﹤0.01%
435
-14
1162
$30K ﹤0.01%
+779
1163
$30K ﹤0.01%
582
+126
1164
$30K ﹤0.01%
603
-324
1165
$29K ﹤0.01%
1,615
-345
1166
$29K ﹤0.01%
241
-54
1167
$29K ﹤0.01%
758
+45
1168
$29K ﹤0.01%
627
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1169
$29K ﹤0.01%
443
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1170
$29K ﹤0.01%
1,675
-63
1171
$29K ﹤0.01%
1,000
1172
$29K ﹤0.01%
660
1173
$29K ﹤0.01%
1,152
+291
1174
$29K ﹤0.01%
690
1175
$29K ﹤0.01%
5,255
+34
45 46
47
48 49