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
1226
$23K ﹤0.01%
156
1227
$23K ﹤0.01%
121
+69
1228
$23K ﹤0.01%
1,949
+347
1229
$23K ﹤0.01%
1,319
+650
1230
$22K ﹤0.01%
292
1231
$22K ﹤0.01%
2,792
-4,054
1232
$22K ﹤0.01%
+915
1233
$22K ﹤0.01%
269
+19
1234
$22K ﹤0.01%
1,228
-80
1235
$22K ﹤0.01%
750
+250
1236
$22K ﹤0.01%
163
+68
1237
$22K ﹤0.01%
246
+33
1238
$22K ﹤0.01%
353
-104
1239
$22K ﹤0.01%
186
1240
$22K ﹤0.01%
327
+53
1241
$22K ﹤0.01%
288
+2
1242
$22K ﹤0.01%
782
+341
1243
$22K ﹤0.01%
130
+10
1244
$22K ﹤0.01%
307
-452
1245
– –
0
1246
$22K ﹤0.01%
193
+123
1247
$22K ﹤0.01%
258
1248
$21K ﹤0.01%
378
1249
$21K ﹤0.01%
520
1250
– –
0
48 49
50
51 52