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
1251
$21K ﹤0.01%
283
+143
1252
$21K ﹤0.01%
229
-41
1253
$21K ﹤0.01%
1,146
1254
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193
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$21K ﹤0.01%
389
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1256
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235
-97
1257
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+500
1258
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310
1259
$21K ﹤0.01%
1,641
+31
1260
$21K ﹤0.01%
1,900
+971
1261
– –
0
1262
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447
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1263
$21K ﹤0.01%
568
+33
1264
$21K ﹤0.01%
658
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1265
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1266
$20K ﹤0.01%
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$20K ﹤0.01%
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1268
$20K ﹤0.01%
437
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1269
$20K ﹤0.01%
465
-15
1270
$20K ﹤0.01%
2,139
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1271
$20K ﹤0.01%
836
+139
1272
$20K ﹤0.01%
233
-12
1273
$20K ﹤0.01%
213
1274
$20K ﹤0.01%
596
-73
1275
$20K ﹤0.01%
600
49 50
51
52 53