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
1276
$22K ﹤0.01%
524
-14
1277
$22K ﹤0.01%
476
-19
1278
$22K ﹤0.01%
526
+31
1279
$22K ﹤0.01%
465
+10
1280
$22K ﹤0.01%
156
1281
$22K ﹤0.01%
166
-34
1282
$21K ﹤0.01%
217
+4
1283
$21K ﹤0.01%
436
-53
1284
$21K ﹤0.01%
696
-12
1285
$21K ﹤0.01%
3,675
+66
1286
$21K ﹤0.01%
1,820
-60
1287
$21K ﹤0.01%
517
-1,746
1288
$21K ﹤0.01%
301
1289
$21K ﹤0.01%
+771
1290
$21K ﹤0.01%
549
+216
1291
$21K ﹤0.01%
227
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1292
$21K ﹤0.01%
334
-13
1293
$21K ﹤0.01%
1,247
+11
1294
$21K ﹤0.01%
1,206
+25
1295
$20K ﹤0.01%
238
+31
1296
$20K ﹤0.01%
907
-4,468
1297
$20K ﹤0.01%
3
1298
$20K ﹤0.01%
412
+17
1299
$20K ﹤0.01%
356
-8
1300
$20K ﹤0.01%
1,000
50 51
52
53 54