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
1301
$19K ﹤0.01%
379
-72
1302
$19K ﹤0.01%
1,150
1303
$19K ﹤0.01%
2,087
-282
1304
$19K ﹤0.01%
390
-363
1305
$19K ﹤0.01%
+403
1306
$19K ﹤0.01%
9,900
1307
$19K ﹤0.01%
556
+88
1308
$19K ﹤0.01%
30
+19
1309
$19K ﹤0.01%
1,470
1310
$19K ﹤0.01%
1,774
+1,518
1311
$18K ﹤0.01%
496
+414
1312
$18K ﹤0.01%
948
-174
1313
$18K ﹤0.01%
1,054
-260
1314
$18K ﹤0.01%
471
-423
1315
$18K ﹤0.01%
+434
1316
$18K ﹤0.01%
514
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1317
$18K ﹤0.01%
795
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1318
$18K ﹤0.01%
241
1319
$18K ﹤0.01%
580
+370
1320
$18K ﹤0.01%
5,625
+3,890
1321
$18K ﹤0.01%
536
+12
1322
$18K ﹤0.01%
2,051
-365
1323
$18K ﹤0.01%
345
1324
$18K ﹤0.01%
463
-345
1325
$18K ﹤0.01%
1,800
51 52
53
54 55