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
2026
$2K ﹤0.01%
200
2027
$2K ﹤0.01%
179
2028
$2K ﹤0.01%
28
-71
2029
$2K ﹤0.01%
60
+13
2030
– –
0
2031
$2K ﹤0.01%
48
-9
2032
$2K ﹤0.01%
40
2033
$2K ﹤0.01%
131
-39
2034
$2K ﹤0.01%
43
-1,143
2035
$2K ﹤0.01%
188
+20
2036
– –
0
2037
$2K ﹤0.01%
57
-38
2038
$2K ﹤0.01%
41
2039
$2K ﹤0.01%
141
+37
2040
$2K ﹤0.01%
59
2041
$2K ﹤0.01%
46
-642
2042
$2K ﹤0.01%
47
-98
2043
$2K ﹤0.01%
41
+23
2044
$2K ﹤0.01%
267
2045
$2K ﹤0.01%
+10
2046
$2K ﹤0.01%
5,000
2047
$2K ﹤0.01%
20
2048
$2K ﹤0.01%
259
+76
2049
$2K ﹤0.01%
25
2050
$2K ﹤0.01%
17
-2
80 81
82
83 84