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
1151
$27K ﹤0.01%
+1,850
1152
$27K ﹤0.01%
715
-42
1153
$27K ﹤0.01%
266
1154
$27K ﹤0.01%
1,633
+70
1155
$27K ﹤0.01%
1,141
-491
1156
$27K ﹤0.01%
1,750
1157
– –
0
1158
$27K ﹤0.01%
250
-172
1159
$27K ﹤0.01%
445
+208
1160
$27K ﹤0.01%
336
-571
1161
$27K ﹤0.01%
1,540
+1,012
1162
$27K ﹤0.01%
991
-246
1163
$27K ﹤0.01%
379
-234
1164
$27K ﹤0.01%
1,857
-333
1165
$26K ﹤0.01%
1,050
1166
$26K ﹤0.01%
100
-200
1167
$26K ﹤0.01%
497
+80
1168
$26K ﹤0.01%
705
+56
1169
$26K ﹤0.01%
+900
1170
$26K ﹤0.01%
835
+724
1171
$26K ﹤0.01%
5,177
-661
1172
$26K ﹤0.01%
585
+51
1173
$26K ﹤0.01%
770
-90
1174
$26K ﹤0.01%
1,567
-329
1175
$26K ﹤0.01%
2,335
-1,163
45 46
47
48 49