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
851
$57K ﹤0.01%
640
-134
852
$56K ﹤0.01%
779
-38
853
$56K ﹤0.01%
586
+236
854
$56K ﹤0.01%
1,154
855
– –
0
856
$56K ﹤0.01%
564
-116
857
$56K ﹤0.01%
1,425
-177
858
$56K ﹤0.01%
124
-20
859
$56K ﹤0.01%
209
+50
860
– –
0
861
$55K ﹤0.01%
723
+26
862
$55K ﹤0.01%
2,001
863
$55K ﹤0.01%
532
+25
864
$55K ﹤0.01%
1,067
-63
865
$55K ﹤0.01%
1,427
+90
866
$54K ﹤0.01%
987
+765
867
$54K ﹤0.01%
532
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868
$54K ﹤0.01%
343
-18
869
$53K ﹤0.01%
2,471
-93
870
$53K ﹤0.01%
1,116
-229
871
$53K ﹤0.01%
4,446
-2,591
872
$53K ﹤0.01%
545
+20
873
$53K ﹤0.01%
1,072
+440
874
$53K ﹤0.01%
1,466
+188
875
$53K ﹤0.01%
2,538
33 34
35
36 37