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
676
$90K 0.01%
1,333
-1,717
677
$90K 0.01%
9,057
+7,989
678
$90K 0.01%
2,008
+10
679
$90K 0.01%
1,223
-63
680
$90K 0.01%
272
-51
681
$90K 0.01%
1,883
-177
682
$89K 0.01%
2,707
-635
683
$89K 0.01%
2,000
684
$89K 0.01%
1,288
-110
685
$89K 0.01%
31,074
+30,817
686
$89K 0.01%
4,000
687
$88K 0.01%
3,163
-170
688
$88K 0.01%
2,283
689
$88K 0.01%
2,600
690
$87K 0.01%
555
-62
691
$87K 0.01%
728
-13
692
$87K 0.01%
7,935
693
$87K 0.01%
2,402
+2,271
694
$87K 0.01%
288
+49
695
$87K 0.01%
5,201
+256
696
$86K 0.01%
3,468
697
$86K 0.01%
2,075
-100
698
$85K 0.01%
1,016
+96
699
$85K 0.01%
3,745
-3,815
700
$85K 0.01%
1,068
-49
26 27
28
29 30