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
2101
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0
2102
$1K ﹤0.01%
23
+8
2103
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+18
2104
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+30
2105
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+16
2106
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+12
2107
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69
2108
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+20
2109
$1K ﹤0.01%
+11
2110
$1K ﹤0.01%
54
2111
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18
-34
2112
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+55
2113
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345
2114
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+20
2115
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45
-107
2116
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+28
2117
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15
2118
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10
+7
2119
$1K ﹤0.01%
45
2120
$1K ﹤0.01%
35
+1
2121
$1K ﹤0.01%
62
+47
2122
$1K ﹤0.01%
35
-14
2123
$1K ﹤0.01%
25
+5
2124
$1K ﹤0.01%
19
-38
2125
– –
0
83 84
85
86 87