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
1701
$7K ﹤0.01%
115
+19
1702
$7K ﹤0.01%
1,653
+37
1703
$7K ﹤0.01%
187
-6
1704
$7K ﹤0.01%
170
-398
1705
$7K ﹤0.01%
951
1706
$7K ﹤0.01%
186
1707
$7K ﹤0.01%
201
1708
$7K ﹤0.01%
164
+12
1709
$7K ﹤0.01%
139
+48
1710
$7K ﹤0.01%
230
-3
1711
$7K ﹤0.01%
+1,100
1712
$7K ﹤0.01%
181
-67
1713
$7K ﹤0.01%
85
-6
1714
$7K ﹤0.01%
1,116
-213
1715
$7K ﹤0.01%
334
+95
1716
$7K ﹤0.01%
740
+543
1717
$6K ﹤0.01%
98
1718
$6K ﹤0.01%
122
1719
$6K ﹤0.01%
617
+11
1720
$6K ﹤0.01%
150
-4
1721
$6K ﹤0.01%
110
+11
1722
$6K ﹤0.01%
500
-1,500
1723
$6K ﹤0.01%
666
1724
$6K ﹤0.01%
244
-15
1725
$6K ﹤0.01%
195
+17
67 68
69
70 71