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
1076
$32K ﹤0.01%
327
-57
1077
$32K ﹤0.01%
14,774
+6,000
1078
$32K ﹤0.01%
480
1079
$32K ﹤0.01%
663
1080
$32K ﹤0.01%
2,062
1081
$32K ﹤0.01%
161
+11
1082
$32K ﹤0.01%
73
-13
1083
$32K ﹤0.01%
796
-1,501
1084
$32K ﹤0.01%
496
+141
1085
$32K ﹤0.01%
724
-65
1086
$32K ﹤0.01%
1,968
-16
1087
$32K ﹤0.01%
+461
1088
$32K ﹤0.01%
645
-21
1089
$32K ﹤0.01%
1,735
+30
1090
$31K ﹤0.01%
1,001
1091
$31K ﹤0.01%
826
+44
1092
– –
0
1093
$31K ﹤0.01%
2,002
-498
1094
$31K ﹤0.01%
600
1095
$31K ﹤0.01%
997
1096
$31K ﹤0.01%
753
-100
1097
$31K ﹤0.01%
660
1098
$31K ﹤0.01%
1,782
+58
1099
$31K ﹤0.01%
5,486
+742
1100
$31K ﹤0.01%
1,533
+1,498
42 43
44
45 46