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
1026
$37K ﹤0.01%
2,332
-500
1027
$37K ﹤0.01%
725
+1
1028
$37K ﹤0.01%
1,413
-51
1029
$37K ﹤0.01%
2,068
+518
1030
$37K ﹤0.01%
912
+324
1031
$37K ﹤0.01%
5,000
1032
$36K ﹤0.01%
1,808
+192
1033
$36K ﹤0.01%
793
+622
1034
$36K ﹤0.01%
900
-152
1035
$36K ﹤0.01%
502
1036
$36K ﹤0.01%
+942
1037
$36K ﹤0.01%
1,053
-882
1038
$36K ﹤0.01%
220
+34
1039
$36K ﹤0.01%
412
+370
1040
$36K ﹤0.01%
643
+2
1041
$36K ﹤0.01%
1,331
-231
1042
$36K ﹤0.01%
290
-33
1043
$36K ﹤0.01%
661
+40
1044
$36K ﹤0.01%
701
-174
1045
$36K ﹤0.01%
1,140
-50
1046
$36K ﹤0.01%
605
+432
1047
$35K ﹤0.01%
205
1048
$35K ﹤0.01%
338
+126
1049
$35K ﹤0.01%
654
+262
1050
$35K ﹤0.01%
162
-27
40 41
42
43 44