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
876
$53K ﹤0.01%
1,141
+226
877
$53K ﹤0.01%
3,000
878
$53K ﹤0.01%
4,721
+106
879
$53K ﹤0.01%
926
880
$53K ﹤0.01%
3,160
-205
881
– –
0
882
$52K ﹤0.01%
1,633
+353
883
$52K ﹤0.01%
2,506
-84
884
$52K ﹤0.01%
850
-1,584
885
$51K ﹤0.01%
1,240
-40
886
$51K ﹤0.01%
1,259
+685
887
$51K ﹤0.01%
992
+482
888
$51K ﹤0.01%
3,918
-3,452
889
$50K ﹤0.01%
722
-49
890
$50K ﹤0.01%
538
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891
$50K ﹤0.01%
355
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892
$50K ﹤0.01%
4,000
893
$50K ﹤0.01%
4,334
+1,018
894
$50K ﹤0.01%
274
-63
895
$50K ﹤0.01%
1,828
+24
896
$50K ﹤0.01%
1,386
-957
897
– –
0
898
$50K ﹤0.01%
616
-2
899
$50K ﹤0.01%
375
-25
900
$50K ﹤0.01%
2,089
34 35
36
37 38