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
701
$85K 0.01%
2,507
-135
702
$84K 0.01%
4,050
-134
703
$84K 0.01%
5,875
-45
704
$84K 0.01%
1,427
-9
705
$84K 0.01%
1,552
-36
706
$84K 0.01%
1,054
-636
707
$83K 0.01%
3,000
708
$83K 0.01%
2,140
709
$83K 0.01%
395
-3
710
$83K 0.01%
1,817
+153
711
$82K 0.01%
+2,226
712
$82K 0.01%
1,052
+454
713
$81K 0.01%
984
-300
714
$81K 0.01%
1,544
-63
715
$81K 0.01%
4,000
716
$81K 0.01%
3,521
+158
717
$81K 0.01%
1,377
+63
718
$80K 0.01%
1,063
-4
719
$80K 0.01%
6,885
-451
720
$80K 0.01%
1,350
-141
721
$80K 0.01%
1,287
-212
722
$79K 0.01%
3,110
+544
723
$79K 0.01%
556
-256
724
$79K 0.01%
672
-83
725
$79K 0.01%
2,459
+44
27 28
29
30 31