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
1501
$11K ﹤0.01%
735
-374
1502
$11K ﹤0.01%
326
+45
1503
$11K ﹤0.01%
383
+111
1504
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297
+11
1505
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87
+50
1506
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115
1507
$11K ﹤0.01%
211
+197
1508
$11K ﹤0.01%
1,208
+52
1509
$11K ﹤0.01%
781
-89
1510
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424
1511
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446
-4,784
1512
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372
-48
1513
$11K ﹤0.01%
190
1514
$11K ﹤0.01%
423
1515
$11K ﹤0.01%
1,323
+123
1516
$10K ﹤0.01%
+529
1517
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185
1518
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100
1519
$10K ﹤0.01%
382
1520
$10K ﹤0.01%
421
+61
1521
$10K ﹤0.01%
73
-172
1522
$10K ﹤0.01%
224
+50
1523
$10K ﹤0.01%
182
+177
1524
$10K ﹤0.01%
119
+35
1525
$10K ﹤0.01%
214
+14
59 60
61
62 63