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
1101
$31K ﹤0.01%
1,100
1102
$31K ﹤0.01%
2,382
-1,020
1103
$31K ﹤0.01%
336
+174
1104
$31K ﹤0.01%
1,646
+493
1105
$30K ﹤0.01%
1,034
+88
1106
$30K ﹤0.01%
500
1107
$30K ﹤0.01%
741
-8
1108
$30K ﹤0.01%
218
-802
1109
$30K ﹤0.01%
1,706
+263
1110
$30K ﹤0.01%
458
-379
1111
$30K ﹤0.01%
1,115
+20
1112
$30K ﹤0.01%
708
-165
1113
$30K ﹤0.01%
1,153
+119
1114
$30K ﹤0.01%
1,394
-30
1115
$30K ﹤0.01%
465
+81
1116
$30K ﹤0.01%
1,250
1117
$30K ﹤0.01%
2,445
-104
1118
$30K ﹤0.01%
382
+9
1119
$30K ﹤0.01%
329
+174
1120
$29K ﹤0.01%
562
-96
1121
$29K ﹤0.01%
1,211
-393
1122
$29K ﹤0.01%
896
-203
1123
$29K ﹤0.01%
1,962
-1,970
1124
$29K ﹤0.01%
1,072
-213
1125
$29K ﹤0.01%
1,887
-1,890
43 44
45
46 47