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
426
$206K 0.02%
4,113
+131
427
$205K 0.02%
5,838
-541
428
$205K 0.02%
1,126
+3
429
$205K 0.02%
6,390
+16
430
$205K 0.02%
6,307
-286
431
$205K 0.02%
3,532
432
$203K 0.02%
6,296
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433
$202K 0.02%
6,864
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434
$200K 0.02%
115,098
435
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1,044
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436
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2,800
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437
$199K 0.02%
946
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438
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439
$198K 0.01%
3,818
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440
$198K 0.01%
2,674
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441
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445
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446
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5,015
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447
$194K 0.01%
971
-65
448
$193K 0.01%
3,236
449
$191K 0.01%
1,558
-28
450
$190K 0.01%
12,520
+128
16 17
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