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
1426
$13K ﹤0.01%
151
+41
1427
$13K ﹤0.01%
1,106
1428
$13K ﹤0.01%
1,300
1429
$13K ﹤0.01%
265
-100
1430
$13K ﹤0.01%
357
-40
1431
$13K ﹤0.01%
513
1432
$13K ﹤0.01%
362
1433
$13K ﹤0.01%
294
1434
$13K ﹤0.01%
237
+29
1435
$13K ﹤0.01%
658
+58
1436
$13K ﹤0.01%
349
1437
$13K ﹤0.01%
200
1438
$13K ﹤0.01%
389
-29
1439
$13K ﹤0.01%
239
1440
$13K ﹤0.01%
1,152
+28
1441
$13K ﹤0.01%
500
1442
$13K ﹤0.01%
242
+6
1443
$13K ﹤0.01%
607
-98
1444
$12K ﹤0.01%
223
-14
1445
$12K ﹤0.01%
933
+463
1446
$12K ﹤0.01%
167
-41
1447
$12K ﹤0.01%
264
-65
1448
$12K ﹤0.01%
385
+197
1449
$12K ﹤0.01%
124
-41
1450
$12K ﹤0.01%
77
-18
56 57
58
59 60