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
501
$155K 0.01%
1,894
+2
502
$154K 0.01%
5,440
+206
503
$154K 0.01%
3,720
-34
504
$154K 0.01%
989
+7
505
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3,015
-162
506
$153K 0.01%
8,400
507
$153K 0.01%
1,923
-20
508
$153K 0.01%
3,057
+86
509
$152K 0.01%
7,190
+30
510
$151K 0.01%
1,436
-308
511
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2,820
512
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3,291
-32
513
$149K 0.01%
2,772
-249
514
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2,014
515
$149K 0.01%
3,428
516
$148K 0.01%
1,170
-315
517
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3,150
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518
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552
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519
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2,305
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520
$147K 0.01%
5,720
-1,284
521
$147K 0.01%
4,480
-374
522
$146K 0.01%
2,209
+610
523
$146K 0.01%
1,407
-490
524
$146K 0.01%
4,589
+673
525
$145K 0.01%
3,016
-524
19 20
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