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
901
$50K ﹤0.01%
2,289
-385
902
$50K ﹤0.01%
1,689
-328
903
$50K ﹤0.01%
381
-52
904
– –
0
905
$49K ﹤0.01%
1,674
+62
906
$49K ﹤0.01%
2,138
-40
907
$49K ﹤0.01%
344
-29
908
$49K ﹤0.01%
1,190
909
$49K ﹤0.01%
834
910
$49K ﹤0.01%
2,306
+16
911
$48K ﹤0.01%
501
-2
912
$48K ﹤0.01%
749
-67
913
– –
0
914
$48K ﹤0.01%
1,630
+573
915
$48K ﹤0.01%
1,480
-99
916
$48K ﹤0.01%
271
-10
917
$48K ﹤0.01%
434
-87
918
$47K ﹤0.01%
584
+476
919
$47K ﹤0.01%
3,587
-355
920
$47K ﹤0.01%
995
-29
921
$47K ﹤0.01%
1,288
-135
922
$46K ﹤0.01%
990
-28
923
$46K ﹤0.01%
1,158
-28
924
$46K ﹤0.01%
9,500
925
$46K ﹤0.01%
219
-7
35 36
37
38 39