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
1001
$38K ﹤0.01%
+6,500
1002
– –
0
1003
$38K ﹤0.01%
849
+3
1004
$38K ﹤0.01%
321
-7
1005
$38K ﹤0.01%
2,500
1006
$38K ﹤0.01%
1,166
-346
1007
$38K ﹤0.01%
592
+305
1008
$38K ﹤0.01%
917
1009
$38K ﹤0.01%
295
-4
1010
$38K ﹤0.01%
1,136
-264
1011
$38K ﹤0.01%
237
+131
1012
$38K ﹤0.01%
155
-8
1013
$38K ﹤0.01%
1,414
+50
1014
$38K ﹤0.01%
694
-175
1015
$37K ﹤0.01%
803
-353
1016
$37K ﹤0.01%
484
+17
1017
$37K ﹤0.01%
186
-77
1018
$37K ﹤0.01%
2,818
-13
1019
$37K ﹤0.01%
2,700
+2,000
1020
$37K ﹤0.01%
2,338
-438
1021
$37K ﹤0.01%
183
-6
1022
$37K ﹤0.01%
1,110
+210
1023
$37K ﹤0.01%
1,276
+690
1024
$37K ﹤0.01%
778
+208
1025
$37K ﹤0.01%
1,800
39 40
41
42 43