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
976
$40K ﹤0.01%
1,020
-341
977
$40K ﹤0.01%
855
978
$40K ﹤0.01%
542
+2
979
$40K ﹤0.01%
904
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980
$39K ﹤0.01%
2,100
981
$39K ﹤0.01%
551
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982
$39K ﹤0.01%
545
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983
$39K ﹤0.01%
609
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984
$39K ﹤0.01%
871
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985
$39K ﹤0.01%
2,045
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986
$39K ﹤0.01%
562
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987
$39K ﹤0.01%
605
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988
$39K ﹤0.01%
655
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989
$39K ﹤0.01%
2,608
-641
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$39K ﹤0.01%
709
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702
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$39K ﹤0.01%
944
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993
$39K ﹤0.01%
2,024
-1,522
994
$39K ﹤0.01%
1,135
995
$39K ﹤0.01%
536
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996
$39K ﹤0.01%
1,466
997
$39K ﹤0.01%
5,047
-1,178
998
$39K ﹤0.01%
911
+143
999
$39K ﹤0.01%
2,571
-51
1000
– –
0
38 39
40
41 42