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
1051
$35K ﹤0.01%
830
1052
$35K ﹤0.01%
1,138
+516
1053
$35K ﹤0.01%
1,397
+850
1054
$35K ﹤0.01%
1,883
-180
1055
$34K ﹤0.01%
943
+188
1056
$34K ﹤0.01%
883
-199
1057
$34K ﹤0.01%
626
+125
1058
$34K ﹤0.01%
1,426
-150
1059
$34K ﹤0.01%
439
+309
1060
$34K ﹤0.01%
1,049
+269
1061
$34K ﹤0.01%
655
-354
1062
$34K ﹤0.01%
835
+65
1063
$33K ﹤0.01%
1,128
-359
1064
$33K ﹤0.01%
905
-732
1065
$33K ﹤0.01%
939
+35
1066
$33K ﹤0.01%
470
+2
1067
$33K ﹤0.01%
387
-25
1068
$33K ﹤0.01%
986
1069
$33K ﹤0.01%
566
+2
1070
$33K ﹤0.01%
405
+95
1071
$33K ﹤0.01%
139
-42
1072
$33K ﹤0.01%
1,080
1073
$33K ﹤0.01%
650
+402
1074
$33K ﹤0.01%
145
-20
1075
$32K ﹤0.01%
1,101
-670
41 42
43
44 45