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
101
$1.61M 0.12%
4,709
+748
102
$1.58M 0.12%
14,735
+124
103
$1.58M 0.12%
12,765
-557
104
$1.56M 0.12%
27,198
-791
105
$1.55M 0.12%
36,225
+109
106
$1.54M 0.12%
24,776
+4,049
107
$1.49M 0.11%
30,799
+1,512
108
$1.49M 0.11%
18,599
-1,974
109
$1.48M 0.11%
24,671
-6,552
110
$1.47M 0.11%
24,262
-4,710
111
$1.42M 0.11%
16,053
+807
112
$1.4M 0.11%
7,922
+772
113
$1.3M 0.1%
10,885
-133
114
$1.27M 0.1%
25,575
+1,921
115
$1.27M 0.1%
12,090
+11,764
116
$1.22M 0.09%
46,696
-646
117
$1.22M 0.09%
4,564
-184
118
$1.21M 0.09%
15,318
+83
119
$1.21M 0.09%
6,474
-690
120
$1.2M 0.09%
6,573
-142
121
$1.15M 0.09%
14,151
+10,731
122
$1.14M 0.09%
12,003
+463
123
$1.13M 0.09%
5,755
-1,608
124
$1.11M 0.08%
4,129
+2,434
125
$1.11M 0.08%
6,104
-334
3 4
5
6 7