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
$1.33B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$7.27M
3
+$6.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.29M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.71M

Top Sells

1
+$8.64M
2
+$2.69M
3
+$1.92M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.14M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$667K

Sector Composition

1 Technology 10.44%
2 Financials 5.97%
3 Healthcare 5.04%
4 Consumer Discretionary 3.96%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$436K 0.03%
8,636
+32
277
$436K 0.03%
3,032
-302
278
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-234
279
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280
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5,061
-108
281
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3,710
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282
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283
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284
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2,550
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285
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286
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287
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288
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9,116
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289
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290
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291
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292
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293
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294
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4,523
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295
$384K 0.03%
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296
$383K 0.03%
3,834
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297
$382K 0.03%
12,050
298
$381K 0.03%
6,838
299
$381K 0.03%
4,383
-285
300
$378K 0.03%
7,516
10 11
12
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