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
1451
$12K ﹤0.01%
119
+78
1452
$12K ﹤0.01%
194
+8
1453
$12K ﹤0.01%
651
1454
$12K ﹤0.01%
339
1455
$12K ﹤0.01%
288
+112
1456
$12K ﹤0.01%
319
-215
1457
$12K ﹤0.01%
141
1458
$12K ﹤0.01%
294
-28
1459
$12K ﹤0.01%
95
-15
1460
$12K ﹤0.01%
837
+603
1461
$12K ﹤0.01%
449
+53
1462
$12K ﹤0.01%
264
-20
1463
$12K ﹤0.01%
163
+15
1464
$12K ﹤0.01%
630
+368
1465
$12K ﹤0.01%
115
1466
$12K ﹤0.01%
420
-197
1467
$12K ﹤0.01%
+700
1468
$12K ﹤0.01%
156
-1
1469
$12K ﹤0.01%
293
+40
1470
$12K ﹤0.01%
525
+14
1471
$12K ﹤0.01%
410
-81
1472
$12K ﹤0.01%
385
1473
$12K ﹤0.01%
+500
1474
$12K ﹤0.01%
+338
1475
$12K ﹤0.01%
270
57 58
59
60 61