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
2176
$1K ﹤0.01%
17
+8
2177
– –
0
2178
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+41
2179
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+7
2180
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23
-158
2181
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28
2182
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+32
2183
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63
+26
2184
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+30
2185
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5
2186
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+13
2187
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2188
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+200
2189
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20
-6
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+2
2191
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+12
2192
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16
+2
2193
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+30
2194
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+42
2195
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65
-1,510
2196
$1K ﹤0.01%
+20
2197
$1K ﹤0.01%
46
-126
2198
$1K ﹤0.01%
52
+30
2199
$1K ﹤0.01%
+30
2200
$1K ﹤0.01%
34
86 87
88
89 90