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
1501
$12K ﹤0.01%
332
-276
1502
– –
0
1503
$12K ﹤0.01%
325
1504
$12K ﹤0.01%
396
+92
1505
$12K ﹤0.01%
384
-4,382
1506
$12K ﹤0.01%
408
1507
$12K ﹤0.01%
459
1508
$12K ﹤0.01%
267
1509
$12K ﹤0.01%
300
+100
1510
$12K ﹤0.01%
562
-89
1511
$12K ﹤0.01%
335
+44
1512
$12K ﹤0.01%
458
+89
1513
$12K ﹤0.01%
29
+17
1514
$12K ﹤0.01%
186
+15
1515
$12K ﹤0.01%
102
+7
1516
$12K ﹤0.01%
263
-7
1517
$12K ﹤0.01%
135
+4
1518
$12K ﹤0.01%
520
1519
$12K ﹤0.01%
192
+29
1520
$12K ﹤0.01%
223
+125
1521
$12K ﹤0.01%
243
+29
1522
$12K ﹤0.01%
1,000
1523
$12K ﹤0.01%
118
-42
1524
$12K ﹤0.01%
1,064
+26
1525
$12K ﹤0.01%
8,200
+2,000
59 60
61
62 63