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
1776
$6K ﹤0.01%
514
+14
1777
$6K ﹤0.01%
+440
1778
$6K ﹤0.01%
+2
1779
$6K ﹤0.01%
500
-1,500
1780
$5K ﹤0.01%
94
+2
1781
$5K ﹤0.01%
239
+91
1782
$5K ﹤0.01%
82
-36
1783
$5K ﹤0.01%
53
1784
$5K ﹤0.01%
140
+80
1785
– –
0
1786
$5K ﹤0.01%
100
1787
$5K ﹤0.01%
1,268
-970
1788
– –
0
1789
$5K ﹤0.01%
252
+6
1790
$5K ﹤0.01%
448
-1,112
1791
$5K ﹤0.01%
100
1792
$5K ﹤0.01%
+40
1793
$5K ﹤0.01%
52
1794
$5K ﹤0.01%
112
+9
1795
$5K ﹤0.01%
381
1796
$5K ﹤0.01%
100
1797
$5K ﹤0.01%
165
-187
1798
$5K ﹤0.01%
122
+72
1799
$5K ﹤0.01%
241
+37
1800
$5K ﹤0.01%
105
70 71
72
73 74