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
2051
– –
0
2052
$1K ﹤0.01%
+36
2053
$1K ﹤0.01%
61
-467
2054
– –
0
2055
$1K ﹤0.01%
27
2056
$1K ﹤0.01%
7
+3
2057
$1K ﹤0.01%
24
2058
$1K ﹤0.01%
24
-30
2059
$1K ﹤0.01%
53
-1
2060
$1K ﹤0.01%
7
2061
$1K ﹤0.01%
+84
2062
$1K ﹤0.01%
9
+3
2063
$1K ﹤0.01%
+25
2064
$1K ﹤0.01%
485
-162
2065
$1K ﹤0.01%
200
2066
$1K ﹤0.01%
+7
2067
$1K ﹤0.01%
+200
2068
$1K ﹤0.01%
+11
2069
– –
0
2070
$1K ﹤0.01%
+55
2071
$1K ﹤0.01%
28
2072
$1K ﹤0.01%
17
-35
2073
$1K ﹤0.01%
23
-43
2074
$1K ﹤0.01%
+49
2075
$1K ﹤0.01%
133
+99
81 82
83
84 85