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
1401
$14K ﹤0.01%
260
-152
1402
$14K ﹤0.01%
920
+125
1403
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142
-5
1404
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2,204
+147
1405
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32
+7
1406
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139
-33
1407
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551
-268
1408
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520
1409
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482
-12
1410
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667
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1411
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324
-12
1412
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396
-95
1413
– –
0
1414
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873
-32
1415
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120
-180
1416
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300
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1417
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272
+15
1418
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301
+47
1419
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+550
1420
$13K ﹤0.01%
680
-136
1421
$13K ﹤0.01%
589
-119
1422
$13K ﹤0.01%
372
1423
$13K ﹤0.01%
500
1424
$13K ﹤0.01%
1,722
-383
1425
$13K ﹤0.01%
151
+41
55 56
57
58 59