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
1476
$13K ﹤0.01%
230
+114
1477
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234
+55
1478
$13K ﹤0.01%
1,013
1479
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207
1480
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170
-1
1481
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473
-16
1482
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200
1483
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345
+40
1484
$13K ﹤0.01%
1,021
-1,454
1485
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301
-18
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315
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1487
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969
-18
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414
-211
1489
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690
1490
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140
1491
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395
-6,438
1492
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103
-84
1493
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260
+15
1494
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395
1495
$12K ﹤0.01%
1,000
1496
$12K ﹤0.01%
323
-215
1497
$12K ﹤0.01%
432
+166
1498
$12K ﹤0.01%
262
-4
1499
$12K ﹤0.01%
177
-138
1500
$12K ﹤0.01%
290
+30
58 59
60
61 62