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
51
$4.11M 0.31%
16,620
+456
52
$4.05M 0.31%
37,039
+24,132
53
$4.02M 0.3%
36,233
+5,404
54
$3.81M 0.29%
267,950
+261,400
55
$3.72M 0.28%
156,975
+424
56
$3.64M 0.27%
67,443
-2,275
57
$3.63M 0.27%
20,906
+1,745
58
$3.6M 0.27%
55,324
+55,256
59
$3.6M 0.27%
45,301
-967
60
$3.59M 0.27%
73,728
+1,834
61
$3.49M 0.26%
25,842
-61
62
$3.42M 0.26%
20,535
+730
63
$3.34M 0.25%
27,098
+514
64
$3.31M 0.25%
40,740
+22,238
65
$3.23M 0.24%
22,355
+1,376
66
$3.16M 0.24%
87,236
-52,945
67
$3.11M 0.23%
57,919
-2,037
68
$3.02M 0.23%
15,710
-468
69
$2.99M 0.23%
12,256
+187
70
$2.97M 0.22%
25,389
-1,453
71
$2.94M 0.22%
33,262
-2,617
72
$2.8M 0.21%
26,397
+19,560
73
$2.79M 0.21%
64,796
-6,584
74
$2.75M 0.21%
31,684
+3,645
75
$2.65M 0.2%
54,764
+6,660
1 2
3
4 5