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
451
$189K 0.01%
6,814
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452
$188K 0.01%
189
-26
453
$188K 0.01%
6,073
454
$187K 0.01%
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455
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4,700
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456
$186K 0.01%
4,455
+1,298
457
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3,713
458
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459
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460
$182K 0.01%
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461
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2,531
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462
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463
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465
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466
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613
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470
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$173K 0.01%
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-21
472
$173K 0.01%
2,346
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473
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1,669
-190
474
$173K 0.01%
3,086
-1,252
475
$173K 0.01%
4,064
+13
17 18
19
20 21