WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$8.89M
2
+$7.11M
3
+$6.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.12M
5
QSR icon
Restaurant Brands International
QSR
+$3.4M

Top Sells

1
+$8.64M
2
+$2.62M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.11M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$705K

Sector Composition

1 Technology 10.43%
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%
3,819
-129
502
$154K 0.01%
989
+7
503
$154K 0.01%
5,440
+206
504
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3,720
-34
505
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3,015
-162
506
$153K 0.01%
3,057
+86
507
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8,400
508
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-20
509
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7,190
+30
510
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1,436
-308
511
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3,428
512
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2,820
513
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3,291
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514
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515
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4,028
516
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517
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552
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2,305
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521
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4,480
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522
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1,407
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523
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4,589
+673
524
$146K 0.01%
4,418
+1,220
525
$145K 0.01%
3,016
-524
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