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
726
$78K 0.01%
2,248
+129
727
$78K 0.01%
6,966
728
$78K 0.01%
2,174
+18
729
$78K 0.01%
1,084
+109
730
$78K 0.01%
1,677
+80
731
$77K 0.01%
7,500
732
$77K 0.01%
4,911
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733
$77K 0.01%
3,188
-57
734
$77K 0.01%
2,762
735
$77K 0.01%
6,148
736
$77K 0.01%
3,097
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737
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839
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738
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1,306
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739
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1,830
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740
$76K 0.01%
1,178
741
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744
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1,559
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707
746
– –
0
747
$75K 0.01%
1,265
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748
$75K 0.01%
3,997
-99
749
$74K 0.01%
731
+331
750
$74K 0.01%
1,225
+68
28 29
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