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
1451
$14K ﹤0.01%
673
+34
1452
$14K ﹤0.01%
1,998
+144
1453
$14K ﹤0.01%
156
+90
1454
$14K ﹤0.01%
263
-6
1455
$14K ﹤0.01%
+256
1456
$14K ﹤0.01%
500
1457
$14K ﹤0.01%
620
+17
1458
$14K ﹤0.01%
+288
1459
$14K ﹤0.01%
891
1460
$14K ﹤0.01%
375
-185
1461
$13K ﹤0.01%
250
1462
$13K ﹤0.01%
627
+17
1463
$13K ﹤0.01%
264
1464
$13K ﹤0.01%
440
+3
1465
$13K ﹤0.01%
173
+3
1466
$13K ﹤0.01%
567
1467
$13K ﹤0.01%
127
-167
1468
$13K ﹤0.01%
525
1469
$13K ﹤0.01%
340
-7
1470
$13K ﹤0.01%
248
-102
1471
$13K ﹤0.01%
60
+1
1472
$13K ﹤0.01%
337
-3
1473
$13K ﹤0.01%
1,418
-413
1474
$13K ﹤0.01%
308
1475
$13K ﹤0.01%
490
57 58
59
60 61