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
1426
$13K ﹤0.01%
1,106
1427
$13K ﹤0.01%
1,300
1428
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53
-20
1429
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357
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1430
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513
1431
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362
1432
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294
1433
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237
+29
1434
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658
+58
1435
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349
1436
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+200
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200
1438
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389
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1439
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239
1440
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1,152
+28
1441
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500
1442
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242
+6
1443
$13K ﹤0.01%
607
-98
1444
$12K ﹤0.01%
385
+197
1445
$12K ﹤0.01%
933
+463
1446
$12K ﹤0.01%
167
-41
1447
$12K ﹤0.01%
264
-65
1448
$12K ﹤0.01%
223
-14
1449
$12K ﹤0.01%
124
-41
1450
$12K ﹤0.01%
77
-18
56 57
58
59 60