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
2201
$1K ﹤0.01%
32
-7
2202
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15
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2203
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43
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2204
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2205
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+8
2206
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8
-33
2207
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28
+7
2208
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32
2209
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38
2210
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15
+10
2211
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2212
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2213
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27
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2214
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5
2215
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54
2216
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2217
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+5
2218
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+20
2219
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48
-20
2220
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+17
2221
$1K ﹤0.01%
+35
2222
$1K ﹤0.01%
105
+35
2223
$1K ﹤0.01%
18
+3
2224
$1K ﹤0.01%
78
-50
2225
$0 ﹤0.01%
+4
87 88
89
90 91