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
1601
$9K ﹤0.01%
303
+40
1602
$9K ﹤0.01%
284
1603
$9K ﹤0.01%
421
-89
1604
$9K ﹤0.01%
1,702
1605
$9K ﹤0.01%
131
-103
1606
$9K ﹤0.01%
262
1607
$9K ﹤0.01%
336
1608
$9K ﹤0.01%
905
+18
1609
$9K ﹤0.01%
383
-56
1610
$9K ﹤0.01%
92
+4
1611
$9K ﹤0.01%
28,300
1612
$9K ﹤0.01%
1,553
1613
$9K ﹤0.01%
500
+487
1614
$9K ﹤0.01%
242
+53
1615
$9K ﹤0.01%
100
1616
$9K ﹤0.01%
166
1617
$9K ﹤0.01%
393
1618
$9K ﹤0.01%
578
1619
$9K ﹤0.01%
253
-6
1620
$9K ﹤0.01%
496
+122
1621
$9K ﹤0.01%
43
1622
$9K ﹤0.01%
142
1623
$9K ﹤0.01%
220
+65
1624
$9K ﹤0.01%
335
+91
1625
$9K ﹤0.01%
171
+21
63 64
65
66 67