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
1976
$2K ﹤0.01%
36
1977
$2K ﹤0.01%
5
1978
$2K ﹤0.01%
11
-29
1979
$2K ﹤0.01%
35
+23
1980
$2K ﹤0.01%
25
1981
$2K ﹤0.01%
28
+17
1982
$2K ﹤0.01%
31
1983
$2K ﹤0.01%
41
1984
$2K ﹤0.01%
35
+8
1985
$2K ﹤0.01%
168
1986
$2K ﹤0.01%
23
-17
1987
$2K ﹤0.01%
113
-235
1988
– –
0
1989
$2K ﹤0.01%
22
-12
1990
$2K ﹤0.01%
22
+7
1991
$2K ﹤0.01%
27
1992
$2K ﹤0.01%
168
+10
1993
$2K ﹤0.01%
45
-15
1994
$2K ﹤0.01%
70
+38
1995
$2K ﹤0.01%
28
+5
1996
$2K ﹤0.01%
50
1997
$2K ﹤0.01%
34
+19
1998
$2K ﹤0.01%
180
1999
$2K ﹤0.01%
38
-47
2000
$2K ﹤0.01%
60
+1
78 79
80
81 82