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
826
$61K ﹤0.01%
7,514
-63
827
$61K ﹤0.01%
1,210
+98
828
$61K ﹤0.01%
3,113
+1
829
$61K ﹤0.01%
8,625
+28
830
$61K ﹤0.01%
2,097
831
$61K ﹤0.01%
174
+12
832
$61K ﹤0.01%
2,340
-1,215
833
$60K ﹤0.01%
1,788
+111
834
$60K ﹤0.01%
1,640
+760
835
$60K ﹤0.01%
4,202
836
$60K ﹤0.01%
3,597
837
$60K ﹤0.01%
3,661
+161
838
$59K ﹤0.01%
1,950
839
$59K ﹤0.01%
623
+5
840
$59K ﹤0.01%
1,540
+420
841
$59K ﹤0.01%
1,621
-19
842
$58K ﹤0.01%
579
+16
843
$58K ﹤0.01%
2,289
+14
844
$58K ﹤0.01%
2,705
-1,240
845
$57K ﹤0.01%
795
-37
846
$57K ﹤0.01%
718
+352
847
$57K ﹤0.01%
2,675
848
$57K ﹤0.01%
1,130
-21
849
$57K ﹤0.01%
4,143
+732
850
$57K ﹤0.01%
1,345
+875
32 33
34
35 36