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
1276
$20K ﹤0.01%
287
-191
1277
$20K ﹤0.01%
312
+12
1278
$20K ﹤0.01%
240
1279
$20K ﹤0.01%
1,171
-35
1280
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966
-293
1281
$20K ﹤0.01%
236
+40
1282
– –
0
1283
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1,000
1284
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267
1285
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674
+20
1286
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184
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1287
$20K ﹤0.01%
374
-62
1288
$20K ﹤0.01%
1,164
-219
1289
$20K ﹤0.01%
1,477
1290
$20K ﹤0.01%
303
+220
1291
$20K ﹤0.01%
310
1292
$20K ﹤0.01%
224
-21
1293
$19K ﹤0.01%
2,031
-1,872
1294
$19K ﹤0.01%
86
-6
1295
$19K ﹤0.01%
122
+50
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