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
1351
$17K ﹤0.01%
174
1352
$17K ﹤0.01%
368
+2
1353
$17K ﹤0.01%
319
-207
1354
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382
+35
1355
$17K ﹤0.01%
898
+17
1356
$17K ﹤0.01%
196
+10
1357
$17K ﹤0.01%
142
+33
1358
$17K ﹤0.01%
222
-34
1359
$17K ﹤0.01%
1,857
+18
1360
$17K ﹤0.01%
454
+62
1361
$17K ﹤0.01%
677
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1362
$17K ﹤0.01%
156
1363
$17K ﹤0.01%
195
1364
$17K ﹤0.01%
2,002
+415
1365
$17K ﹤0.01%
731
-127
1366
$17K ﹤0.01%
488
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1367
$17K ﹤0.01%
498
-11
1368
$17K ﹤0.01%
673
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1369
$17K ﹤0.01%
550
-70
1370
$17K ﹤0.01%
981
+277
1371
$17K ﹤0.01%
290
-90
1372
$16K ﹤0.01%
499
-7
1373
$16K ﹤0.01%
70
-4
1374
$16K ﹤0.01%
346
+66
1375
$16K ﹤0.01%
444
+19
53 54
55
56 57