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
1651
$8K ﹤0.01%
580
+568
1652
$8K ﹤0.01%
260
+65
1653
$8K ﹤0.01%
100
+2
1654
$8K ﹤0.01%
371
+17
1655
$8K ﹤0.01%
364
-174
1656
$8K ﹤0.01%
228
-53
1657
$8K ﹤0.01%
162
+10
1658
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98
+8
1659
$8K ﹤0.01%
160
1660
$8K ﹤0.01%
104
+27
1661
$8K ﹤0.01%
100
1662
– –
0
1663
$8K ﹤0.01%
271
+150
1664
$8K ﹤0.01%
288
-13
1665
$8K ﹤0.01%
150
1666
$8K ﹤0.01%
614
+104
1667
$8K ﹤0.01%
168
-6
1668
$8K ﹤0.01%
+580
1669
$8K ﹤0.01%
267
1670
$8K ﹤0.01%
135
+87
1671
$8K ﹤0.01%
172
-319
1672
$8K ﹤0.01%
112
-86
1673
$8K ﹤0.01%
108
-555
1674
$8K ﹤0.01%
65
1675
$8K ﹤0.01%
+1,200
65 66
67
68 69