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
401
$244K 0.02%
8,210
+6,428
402
$242K 0.02%
6,674
-885
403
$241K 0.02%
1,581
-9
404
$238K 0.02%
7,743
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405
$238K 0.02%
1,937
406
$237K 0.02%
1,502
-10
407
$235K 0.02%
+21,000
408
$230K 0.02%
2,004
+121
409
$230K 0.02%
1,970
-3
410
$229K 0.02%
3,215
+236
411
$223K 0.02%
1,826
-75
412
$222K 0.02%
7,564
+762
413
$221K 0.02%
2,775
+1,570
414
$216K 0.02%
5,238
+490
415
$215K 0.02%
+16,638
416
$215K 0.02%
5,647
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417
$214K 0.02%
9,549
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418
$214K 0.02%
12,250
419
$213K 0.02%
3,156
-62
420
$212K 0.02%
3,390
-410
421
$211K 0.02%
2,097
-328
422
$211K 0.02%
11,800
-130
423
$208K 0.02%
1,903
+225
424
$208K 0.02%
1,906
-196
425
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