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
1476
$11K ﹤0.01%
219
1477
$11K ﹤0.01%
490
+12
1478
$11K ﹤0.01%
550
-140
1479
$11K ﹤0.01%
68
-1
1480
$11K ﹤0.01%
+300
1481
$11K ﹤0.01%
909
+511
1482
$11K ﹤0.01%
216
1483
$11K ﹤0.01%
107
-6
1484
$11K ﹤0.01%
784
-92
1485
$11K ﹤0.01%
1,027
+261
1486
$11K ﹤0.01%
459
1487
$11K ﹤0.01%
200
1488
$11K ﹤0.01%
152
1489
$11K ﹤0.01%
413
+132
1490
$11K ﹤0.01%
+500
1491
$11K ﹤0.01%
161
+155
1492
$11K ﹤0.01%
457
-48
1493
$11K ﹤0.01%
376
+200
1494
$11K ﹤0.01%
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