WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
+$8.89M
2
+$7.11M
3
+$6.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.12M
5
QSR icon
Restaurant Brands International
QSR
+$3.4M

Top Sells

1
+$8.64M
2
+$2.62M
3
+$1.91M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.11M
5
SASR
Sandy Spring Bancorp Inc
SASR
+$705K

Sector Composition

1 Technology 10.43%
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
1201
$24K ﹤0.01%
1,453
+105
1202
$24K ﹤0.01%
347
-48
1203
$24K ﹤0.01%
400
1204
$24K ﹤0.01%
232
+95
1205
$24K ﹤0.01%
630
1206
$24K ﹤0.01%
1,245
-286
1207
$24K ﹤0.01%
658
-196
1208
$24K ﹤0.01%
413
+89
1209
$24K ﹤0.01%
523
-7
1210
$24K ﹤0.01%
484
-31
1211
$24K ﹤0.01%
1,278
+128
1212
$24K ﹤0.01%
1,125
-1
1213
$24K ﹤0.01%
635
-50
1214
$24K ﹤0.01%
1,885
+1,835
1215
$23K ﹤0.01%
156
1216
$23K ﹤0.01%
121
+69
1217
$23K ﹤0.01%
1,949
+347
1218
$23K ﹤0.01%
1,319
+650
1219
$23K ﹤0.01%
654
-67
1220
$23K ﹤0.01%
1,030
1221
$23K ﹤0.01%
398
1222
$23K ﹤0.01%
695
-831
1223
$23K ﹤0.01%
1,110
+7
1224
$23K ﹤0.01%
1,300
+1,000
1225
$23K ﹤0.01%
1,325
-309
47 48
49
50 51