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
1476
$11K ﹤0.01%
219
1477
$11K ﹤0.01%
490
+12
1478
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550
-140
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68
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1480
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+300
1481
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909
+511
1482
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1483
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107
-6
1484
$11K ﹤0.01%
784
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1485
$11K ﹤0.01%
1,027
+261
1486
$11K ﹤0.01%
459
1487
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200
1488
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152
1489
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413
+132
1490
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+500
1491
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161
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457
-48
1493
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376
+200
1494
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43
+2
1495
$11K ﹤0.01%
1,529
-191
1496
– –
0
1497
$11K ﹤0.01%
1,020
+329
1498
$11K ﹤0.01%
119
-28
1499
$11K ﹤0.01%
1,171
+15
1500
$11K ﹤0.01%
367
58 59
60
61 62