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
1376
$16K ﹤0.01%
394
+112
1377
$15K ﹤0.01%
408
+40
1378
$15K ﹤0.01%
2,655
-1,185
1379
$15K ﹤0.01%
521
-196
1380
$15K ﹤0.01%
621
+24
1381
$15K ﹤0.01%
312
-35
1382
$15K ﹤0.01%
1,406
-93
1383
$15K ﹤0.01%
390
1384
$15K ﹤0.01%
2,000
+1,000
1385
$15K ﹤0.01%
174
+33
1386
$15K ﹤0.01%
299
+200
1387
$15K ﹤0.01%
29
1388
$15K ﹤0.01%
4,091
+1,394
1389
$15K ﹤0.01%
964
-443
1390
$15K ﹤0.01%
393
+21
1391
$15K ﹤0.01%
616
-142
1392
$15K ﹤0.01%
550
1393
$15K ﹤0.01%
5,273
+11
1394
$15K ﹤0.01%
646
-134
1395
$14K ﹤0.01%
3,401
-806
1396
$14K ﹤0.01%
248
-120
1397
$14K ﹤0.01%
445
-39
1398
$14K ﹤0.01%
706
1399
$14K ﹤0.01%
1,006
+270
1400
$14K ﹤0.01%
51
+35
54 55
56
57 58