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
1526
$12K ﹤0.01%
500
1527
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382
-880
1528
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220
+30
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500
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1530
$12K ﹤0.01%
1,551
1531
$12K ﹤0.01%
266
1532
– –
0
1533
$12K ﹤0.01%
350
1534
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+4
1535
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424
1536
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550
+7
1537
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+1,000
1538
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582
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1539
– –
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460
+60
1541
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1542
– –
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1543
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648
+200
1545
$11K ﹤0.01%
154
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1547
$11K ﹤0.01%
292
-11
1548
$11K ﹤0.01%
43
+19
1549
$11K ﹤0.01%
46
+6
1550
$11K ﹤0.01%
163
60 61
62
63 64