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 7.9%
2 Technology 7.22%
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%
356
+167
1452
$14K ﹤0.01%
+252
1453
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284
-34
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375
-185
1455
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876
+80
1456
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425
+99
1457
– –
0
1458
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267
+2
1459
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167
1460
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253
-7
1461
$13K ﹤0.01%
127
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60
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1464
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1,418
-413
1465
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308
1466
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250
1467
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490
1468
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264
1469
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440
+3
1470
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173
+3
1471
$13K ﹤0.01%
230
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1472
$13K ﹤0.01%
234
+55
1473
$13K ﹤0.01%
1,013
1474
$13K ﹤0.01%
200
1475
$13K ﹤0.01%
345
+40
57 58
59
60 61