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 7.9%
2 Technology 7.22%
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%
71
-17
1652
$8K ﹤0.01%
253
+3
1653
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193
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1654
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52
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1655
$8K ﹤0.01%
302
-2,356
1656
$8K ﹤0.01%
244
1657
$8K ﹤0.01%
580
+568
1658
$8K ﹤0.01%
260
+65
1659
$8K ﹤0.01%
135
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1660
$8K ﹤0.01%
172
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1661
$8K ﹤0.01%
112
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1662
$8K ﹤0.01%
108
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1663
$8K ﹤0.01%
65
1664
$8K ﹤0.01%
+1,200
1665
$8K ﹤0.01%
166
1666
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228
-53
1667
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162
+10
1668
$8K ﹤0.01%
127
1669
$8K ﹤0.01%
713
-558
1670
$8K ﹤0.01%
271
+150
1671
$8K ﹤0.01%
288
-13
1672
$8K ﹤0.01%
150
1673
$8K ﹤0.01%
614
+104
1674
$8K ﹤0.01%
168
-6
1675
$8K ﹤0.01%
307
-21
65 66
67
68 69