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
801
$64K ﹤0.01%
600
-1
802
$64K ﹤0.01%
524
-399
803
$64K ﹤0.01%
606
-84
804
$64K ﹤0.01%
1,935
-13
805
$64K ﹤0.01%
643
-53
806
$64K ﹤0.01%
1,470
807
$63K ﹤0.01%
1,910
-33
808
$63K ﹤0.01%
1,290
-491
809
$63K ﹤0.01%
3,446
+2,038
810
$63K ﹤0.01%
1,219
+16
811
$63K ﹤0.01%
2,215
+23
812
$63K ﹤0.01%
547
-86
813
$63K ﹤0.01%
606
814
– –
0
815
$62K ﹤0.01%
1,333
+958
816
$62K ﹤0.01%
579
+381
817
– –
0
818
– –
0
819
$62K ﹤0.01%
820
820
$62K ﹤0.01%
796
821
$62K ﹤0.01%
4,840
822
$62K ﹤0.01%
711
-82
823
$62K ﹤0.01%
2,222
+26
824
$61K ﹤0.01%
1,048
+497
825
$61K ﹤0.01%
1,113
+10
31 32
33
34 35