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
1326
$18K ﹤0.01%
884
+40
1327
$18K ﹤0.01%
1,456
-64
1328
$18K ﹤0.01%
159
-43
1329
$17K ﹤0.01%
3,873
1330
$17K ﹤0.01%
163
+7
1331
$17K ﹤0.01%
+625
1332
$17K ﹤0.01%
1,250
1333
$17K ﹤0.01%
617
+88
1334
$17K ﹤0.01%
584
-24
1335
$17K ﹤0.01%
1,716
-435
1336
$17K ﹤0.01%
389
-21
1337
$17K ﹤0.01%
1,459
1338
$17K ﹤0.01%
327
-88
1339
$17K ﹤0.01%
137
1340
$17K ﹤0.01%
113
+12
1341
$17K ﹤0.01%
1,088
+25
1342
$17K ﹤0.01%
5,629
+120
1343
$17K ﹤0.01%
120
+72
1344
$17K ﹤0.01%
501
+300
1345
$17K ﹤0.01%
351
+19
1346
$17K ﹤0.01%
+197
1347
$17K ﹤0.01%
274
+4
1348
$17K ﹤0.01%
468
+180
1349
$17K ﹤0.01%
2,453
+425
1350
$17K ﹤0.01%
431
-112
52 53
54
55 56