WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$8.89M
2
+$7.11M
3
+$6.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.12M
5
QSR icon
Restaurant Brands International
QSR
+$3.4M

Top Sells

1
+$8.64M
2
+$2.62M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.11M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$705K

Sector Composition

1 Technology 10.43%
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
951
$42K ﹤0.01%
1,722
+878
952
$42K ﹤0.01%
2,874
+82
953
$42K ﹤0.01%
1,621
+993
954
$42K ﹤0.01%
1,398
+240
955
$42K ﹤0.01%
1,940
+854
956
$42K ﹤0.01%
2,254
+558
957
$42K ﹤0.01%
1,215
958
$42K ﹤0.01%
779
-99
959
$42K ﹤0.01%
903
-50
960
$42K ﹤0.01%
319
-10
961
$41K ﹤0.01%
513
+45
962
– –
0
963
$41K ﹤0.01%
365
-64
964
$41K ﹤0.01%
1,460
-232
965
$41K ﹤0.01%
+625
966
$41K ﹤0.01%
665
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967
$41K ﹤0.01%
818
-86
968
$41K ﹤0.01%
876
+1
969
$40K ﹤0.01%
418
+2
970
$40K ﹤0.01%
1,235
+197
971
$40K ﹤0.01%
1,618
+1,119
972
$40K ﹤0.01%
2,078
-3,125
973
$40K ﹤0.01%
153
+39
974
$40K ﹤0.01%
1,021
-97
975
$40K ﹤0.01%
811
-666
37 38
39
40 41