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
1176
$26K ﹤0.01%
1,398
-46
1177
$26K ﹤0.01%
1,061
1178
$26K ﹤0.01%
1,117
-42
1179
$26K ﹤0.01%
413
-73
1180
$26K ﹤0.01%
2,260
-169
1181
$26K ﹤0.01%
396
1182
$25K ﹤0.01%
3,779
-123
1183
$25K ﹤0.01%
548
+75
1184
$25K ﹤0.01%
1,014
-696
1185
$25K ﹤0.01%
509
-1,105
1186
$25K ﹤0.01%
2,050
-220
1187
$25K ﹤0.01%
212
1188
$25K ﹤0.01%
1,281
-4,695
1189
$25K ﹤0.01%
956
+253
1190
$25K ﹤0.01%
290
-51
1191
$25K ﹤0.01%
1,860
+735
1192
$25K ﹤0.01%
950
1193
$25K ﹤0.01%
265
-46
1194
$24K ﹤0.01%
1,072
-64
1195
$24K ﹤0.01%
526
+70
1196
$24K ﹤0.01%
479
+177
1197
$24K ﹤0.01%
1,336
+363
1198
$24K ﹤0.01%
525
+345
1199
$24K ﹤0.01%
1,453
+105
1200
$24K ﹤0.01%
347
-48
46 47
48
49 50