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
76
$2.61M 0.2%
6,846
-312
77
$2.61M 0.2%
15,615
-95
78
$2.54M 0.19%
479,175
+171,703
79
$2.45M 0.18%
29,444
+28,662
80
$2.44M 0.18%
28,497
+258
81
$2.36M 0.18%
202,740
-8,780
82
$2.35M 0.18%
2,669
-55
83
$2.33M 0.18%
58,142
-619
84
$2.31M 0.17%
83,746
+6,263
85
$2.28M 0.17%
18,699
-3,481
86
$2.17M 0.16%
11,422
-160
87
$2.13M 0.16%
26,549
-295
88
$2.01M 0.15%
23,902
+659
89
$1.97M 0.15%
12,381
-236
90
$1.92M 0.14%
7,930
-99
91
$1.87M 0.14%
25,000
92
$1.85M 0.14%
34,446
+3,230
93
$1.82M 0.14%
17,425
+1,112
94
$1.79M 0.14%
9,110
-449
95
$1.79M 0.14%
15,881
96
$1.78M 0.13%
54,810
-5,949
97
$1.72M 0.13%
21,381
-1,347
98
$1.71M 0.13%
19,790
+3,835
99
$1.65M 0.12%
8,657
+638
100
$1.64M 0.12%
52,300
-21,316
2 3
4
5 6