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
1126
$29K ﹤0.01%
2,057
+69
1127
$29K ﹤0.01%
699
-59
1128
$29K ﹤0.01%
220
+21
1129
$29K ﹤0.01%
726
-14
1130
$29K ﹤0.01%
247
-4
1131
$29K ﹤0.01%
1,058
+122
1132
$28K ﹤0.01%
632
+26
1133
– –
0
1134
$28K ﹤0.01%
163
+57
1135
$28K ﹤0.01%
758
+214
1136
– –
0
1137
$28K ﹤0.01%
290
-43
1138
$28K ﹤0.01%
271
1139
$28K ﹤0.01%
223
+38
1140
$28K ﹤0.01%
2,250
-270
1141
$28K ﹤0.01%
421
-114
1142
$28K ﹤0.01%
6,260
-655
1143
$28K ﹤0.01%
256
+203
1144
$28K ﹤0.01%
1,715
+512
1145
$28K ﹤0.01%
414
+232
1146
– –
0
1147
$28K ﹤0.01%
731
+460
1148
$27K ﹤0.01%
3,990
1149
$27K ﹤0.01%
214
-58
1150
$27K ﹤0.01%
13
+6
44 45
46
47 48