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
1226
$25K ﹤0.01%
1,142
+826
1227
$25K ﹤0.01%
193
-9
1228
$25K ﹤0.01%
1,000
1229
$25K ﹤0.01%
3,177
-17
1230
$25K ﹤0.01%
854
+308
1231
$24K ﹤0.01%
+353
1232
$24K ﹤0.01%
97
-13
1233
$24K ﹤0.01%
669
-102
1234
$24K ﹤0.01%
879
-43
1235
$24K ﹤0.01%
278
-29
1236
$24K ﹤0.01%
829
1237
$24K ﹤0.01%
2,223
-736
1238
$24K ﹤0.01%
1,999
+174
1239
$24K ﹤0.01%
900
1240
$24K ﹤0.01%
610
1241
$24K ﹤0.01%
208
+156
1242
$24K ﹤0.01%
1,404
+197
1243
$24K ﹤0.01%
2,549
+80
1244
$24K ﹤0.01%
1,837
+22
1245
$23K ﹤0.01%
267
-2
1246
$23K ﹤0.01%
640
+63
1247
$23K ﹤0.01%
+219
1248
$23K ﹤0.01%
1,612
-148
1249
$23K ﹤0.01%
230
-59
1250
$23K ﹤0.01%
466
48 49
50
51 52