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
326
$341K 0.03%
8,110
+4,775
327
$338K 0.03%
3,738
+300
328
$338K 0.03%
3,633
-252
329
$337K 0.03%
7,091
+3,985
330
$335K 0.03%
967
+7
331
$334K 0.03%
15,758
-4,703
332
$331K 0.03%
323
-23
333
$331K 0.03%
15,220
-42
334
$330K 0.02%
17,859
+6,153
335
$323K 0.02%
2,205
+108
336
$322K 0.02%
9,906
-1,061
337
$319K 0.02%
1,988
-629
338
$319K 0.02%
5,525
+597
339
$319K 0.02%
3,164
+115
340
$318K 0.02%
1,739
-64
341
$316K 0.02%
22,117
-2,075
342
$316K 0.02%
4,602
+223
343
$315K 0.02%
4,418
-1,782
344
$315K 0.02%
7,186
+92
345
$315K 0.02%
3,157
+190
346
$313K 0.02%
6,030
-13
347
$312K 0.02%
12,780
+9,725
348
$312K 0.02%
14,783
+870
349
$310K 0.02%
+9,740
350
$309K 0.02%
5,720
-1,900
12 13
14
15 16