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
1201
$27K ﹤0.01%
300
1202
$27K ﹤0.01%
402
-98
1203
$26K ﹤0.01%
1,933
+130
1204
– –
0
1205
$26K ﹤0.01%
828
-77
1206
$26K ﹤0.01%
779
-122
1207
$26K ﹤0.01%
587
+144
1208
$26K ﹤0.01%
887
-329
1209
$26K ﹤0.01%
244
-29
1210
$26K ﹤0.01%
450
+185
1211
$26K ﹤0.01%
2,000
1212
– –
0
1213
$26K ﹤0.01%
340
+5
1214
$25K ﹤0.01%
432
+79
1215
$25K ﹤0.01%
1,290
-180
1216
$25K ﹤0.01%
3,990
1217
$25K ﹤0.01%
514
+14
1218
$25K ﹤0.01%
488
+163
1219
$25K ﹤0.01%
240
-29
1220
$25K ﹤0.01%
1,739
+12
1221
$25K ﹤0.01%
1,803
+298
1222
$25K ﹤0.01%
484
+2
1223
$25K ﹤0.01%
+1,174
1224
$25K ﹤0.01%
1,833
+255
1225
$25K ﹤0.01%
234
-4
47 48
49
50 51