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
1251
$23K ﹤0.01%
341
-2,975
1252
$23K ﹤0.01%
635
-25
1253
$23K ﹤0.01%
389
-3
1254
$23K ﹤0.01%
807
-102
1255
$23K ﹤0.01%
632
+260
1256
$23K ﹤0.01%
1,443
1257
$23K ﹤0.01%
2,298
-27
1258
$23K ﹤0.01%
301
+34
1259
$23K ﹤0.01%
+1,190
1260
$23K ﹤0.01%
492
+11
1261
$23K ﹤0.01%
1,649
+166
1262
– –
0
1263
$22K ﹤0.01%
323
+4
1264
$22K ﹤0.01%
894
+11
1265
$22K ﹤0.01%
+360
1266
$22K ﹤0.01%
258
1267
$22K ﹤0.01%
520
+9
1268
$22K ﹤0.01%
1,141
+145
1269
$22K ﹤0.01%
343
+24
1270
$22K ﹤0.01%
211
-121
1271
$22K ﹤0.01%
1,539
+11
1272
$22K ﹤0.01%
2,993
1273
– –
0
1274
$22K ﹤0.01%
150
-2
1275
$22K ﹤0.01%
700
49 50
51
52 53