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
351
$308K 0.02%
7,237
-739
352
$306K 0.02%
706
+12
353
$303K 0.02%
12,132
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354
$303K 0.02%
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$301K 0.02%
1
356
$299K 0.02%
6,954
+2,856
357
$298K 0.02%
2,088
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358
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359
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8,500
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3,474
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361
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9,684
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362
$294K 0.02%
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363
$294K 0.02%
11,154
-2,292
364
$294K 0.02%
2,788
+1,273
365
$294K 0.02%
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367
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16,922
-5,921
368
$290K 0.02%
23,860
+9,548
369
$289K 0.02%
4,083
370
$287K 0.02%
5,232
371
$285K 0.02%
6,599
-2,379
372
$285K 0.02%
20,168
-1,125
373
$284K 0.02%
5,735
-340
374
$281K 0.02%
5,375
-411
375
$280K 0.02%
1,284
+19
13 14
15
16 17