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
1301
$20K ﹤0.01%
764
+4
1302
$20K ﹤0.01%
500
1303
$20K ﹤0.01%
5,594
+695
1304
$20K ﹤0.01%
642
+629
1305
$20K ﹤0.01%
307
+79
1306
$20K ﹤0.01%
1,377
-47
1307
$19K ﹤0.01%
548
-20
1308
$19K ﹤0.01%
135
1309
$19K ﹤0.01%
431
+34
1310
$19K ﹤0.01%
552
+43
1311
$19K ﹤0.01%
1,058
+435
1312
$19K ﹤0.01%
944
+20
1313
$19K ﹤0.01%
210
1314
$19K ﹤0.01%
223
+5
1315
$19K ﹤0.01%
877
-446
1316
$19K ﹤0.01%
3,394
+253
1317
$19K ﹤0.01%
990
1318
$19K ﹤0.01%
804
+402
1319
$19K ﹤0.01%
668
+142
1320
$19K ﹤0.01%
548
+131
1321
$19K ﹤0.01%
625
+590
1322
$19K ﹤0.01%
740
+119
1323
$19K ﹤0.01%
1,900
1324
$19K ﹤0.01%
914
+179
1325
$18K ﹤0.01%
457
51 52
53
54 55