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
1876
$4K ﹤0.01%
252
+7
1877
$4K ﹤0.01%
93
+3
1878
$4K ﹤0.01%
241
+9
1879
– –
0
1880
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738
1881
$4K ﹤0.01%
+434
1882
$4K ﹤0.01%
291
-45
1883
$4K ﹤0.01%
177
1884
– –
0
1885
$4K ﹤0.01%
252
-16
1886
$4K ﹤0.01%
201
+22
1887
$4K ﹤0.01%
27
-400
1888
$4K ﹤0.01%
167
+6
1889
$4K ﹤0.01%
340
1890
$3K ﹤0.01%
216
+12
1891
$3K ﹤0.01%
22
+3
1892
$3K ﹤0.01%
+700
1893
$3K ﹤0.01%
58
-53
1894
$3K ﹤0.01%
+112
1895
$3K ﹤0.01%
75
+19
1896
$3K ﹤0.01%
138
1897
$3K ﹤0.01%
145
+59
1898
$3K ﹤0.01%
115
-4
1899
$3K ﹤0.01%
97
-29
1900
$3K ﹤0.01%
45
74 75
76
77 78