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
1276
$20K ﹤0.01%
240
1277
$20K ﹤0.01%
1,171
-35
1278
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966
-293
1279
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236
+40
1280
– –
0
1281
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1,000
1282
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303
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224
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267
1286
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674
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184
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374
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1289
$20K ﹤0.01%
1,164
-219
1290
$20K ﹤0.01%
1,477
1291
$20K ﹤0.01%
724
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1292
$20K ﹤0.01%
330
-115
1293
$19K ﹤0.01%
122
+50
1294
$19K ﹤0.01%
2,031
-1,872
1295
$19K ﹤0.01%
86
-6
1296
$19K ﹤0.01%
425
+91
1297
$19K ﹤0.01%
1,222
+51
1298
$19K ﹤0.01%
654
+31
1299
$19K ﹤0.01%
228
+8
1300
$19K ﹤0.01%
330
+210
50 51
52
53 54