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
1351
$17K ﹤0.01%
389
-21
1352
$17K ﹤0.01%
+560
1353
$17K ﹤0.01%
481
+16
1354
$17K ﹤0.01%
6,359
+112
1355
$16K ﹤0.01%
195
-1
1356
$16K ﹤0.01%
938
1357
$16K ﹤0.01%
158
-64
1358
$16K ﹤0.01%
560
-60
1359
$16K ﹤0.01%
361
1360
$16K ﹤0.01%
175
+10
1361
$16K ﹤0.01%
289
-80
1362
$16K ﹤0.01%
340
1363
$16K ﹤0.01%
93
+6
1364
$16K ﹤0.01%
165
1365
$16K ﹤0.01%
528
-310
1366
$16K ﹤0.01%
454
-10
1367
$16K ﹤0.01%
764
-199
1368
$16K ﹤0.01%
98
+24
1369
$16K ﹤0.01%
272
+200
1370
$16K ﹤0.01%
396
-140
1371
$16K ﹤0.01%
521
1372
$16K ﹤0.01%
196
-245
1373
$16K ﹤0.01%
200
1374
$16K ﹤0.01%
960
-176
1375
$16K ﹤0.01%
394
+112
53 54
55
56 57