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
926
$46K ﹤0.01%
344
-54
927
$46K ﹤0.01%
1,130
-514
928
$46K ﹤0.01%
875
-121
929
$45K ﹤0.01%
6,749
-150
930
$45K ﹤0.01%
695
931
$45K ﹤0.01%
381
+25
932
$45K ﹤0.01%
324
+43
933
$45K ﹤0.01%
346
-56
934
$45K ﹤0.01%
2,012
+52
935
$44K ﹤0.01%
635
-12
936
$44K ﹤0.01%
2,100
937
$44K ﹤0.01%
4,054
+70
938
$44K ﹤0.01%
273
-35
939
$44K ﹤0.01%
898
-104
940
$44K ﹤0.01%
906
-60
941
$44K ﹤0.01%
2,663
+1,214
942
$44K ﹤0.01%
951
-18
943
$44K ﹤0.01%
857
-145
944
$44K ﹤0.01%
800
-7
945
$44K ﹤0.01%
544
-85
946
$43K ﹤0.01%
718
-122
947
$43K ﹤0.01%
2,008
-10
948
$43K ﹤0.01%
194
+1
949
$43K ﹤0.01%
820
-10
950
$42K ﹤0.01%
1,722
+878
36 37
38
39 40