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
1476
$13K ﹤0.01%
1,021
-1,454
1477
$13K ﹤0.01%
301
-18
1478
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315
+146
1479
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969
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414
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1481
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690
1482
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140
1483
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395
-6,438
1484
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103
-84
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260
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1486
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525
1487
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340
-7
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-102
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1490
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170
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473
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627
+17
1493
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567
1494
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262
-4
1495
$12K ﹤0.01%
177
-138
1496
$12K ﹤0.01%
290
+30
1497
$12K ﹤0.01%
332
-276
1498
– –
0
1499
$12K ﹤0.01%
325
1500
$12K ﹤0.01%
396
+92
58 59
60
61 62