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
1551
$11K ﹤0.01%
190
+90
1552
$11K ﹤0.01%
269
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1553
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1,000
-36
1554
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800
1555
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174
1556
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432
+12
1557
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200
1558
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+194
1559
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395
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1560
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294
-501
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95
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1,105
1563
$10K ﹤0.01%
218
1564
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117
-6
1565
$10K ﹤0.01%
133
+33
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$10K ﹤0.01%
137
+4
1567
$10K ﹤0.01%
700
+200
1568
$10K ﹤0.01%
122
+6
1569
$10K ﹤0.01%
87
+50
1570
$10K ﹤0.01%
360
+7
1571
$10K ﹤0.01%
87
1572
$10K ﹤0.01%
405
-95
1573
$10K ﹤0.01%
117
+9
1574
$10K ﹤0.01%
229
+33
1575
$10K ﹤0.01%
218
+52
61 62
63
64 65