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
1726
$6K ﹤0.01%
577
+17
1727
$6K ﹤0.01%
796
+152
1728
$6K ﹤0.01%
154
-6
1729
$6K ﹤0.01%
488
-128
1730
$6K ﹤0.01%
+700
1731
$6K ﹤0.01%
1,008
-40
1732
$6K ﹤0.01%
70
+6
1733
$6K ﹤0.01%
347
-178
1734
$6K ﹤0.01%
192
-9
1735
$6K ﹤0.01%
510
-585
1736
$6K ﹤0.01%
514
+14
1737
$6K ﹤0.01%
76
1738
$6K ﹤0.01%
219
+9
1739
$6K ﹤0.01%
300
1740
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141
+12
1741
$6K ﹤0.01%
143
+53
1742
$6K ﹤0.01%
55
-32
1743
$6K ﹤0.01%
+270
1744
$6K ﹤0.01%
+440
1745
$6K ﹤0.01%
+2
1746
$6K ﹤0.01%
804
-26
1747
$6K ﹤0.01%
222
1748
$6K ﹤0.01%
50
+43
1749
– –
0
1750
– –
0
68 69
70
71 72