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
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
$11K ﹤0.01%
87
+50
1506
$11K ﹤0.01%
115
1507
$11K ﹤0.01%
211
+197
1508
$11K ﹤0.01%
1,208
+52
1509
$11K ﹤0.01%
781
-89
1510
$11K ﹤0.01%
424
1511
$11K ﹤0.01%
446
-4,784
1512
$11K ﹤0.01%
372
-48
1513
$11K ﹤0.01%
190
1514
$11K ﹤0.01%
423
1515
$11K ﹤0.01%
1,323
+123
1516
$10K ﹤0.01%
489
+64
1517
$10K ﹤0.01%
84
+59
1518
$10K ﹤0.01%
1,316
+1,107
1519
$10K ﹤0.01%
1,825
1520
$10K ﹤0.01%
84
1521
$10K ﹤0.01%
209
+44
1522
$10K ﹤0.01%
500
1523
$10K ﹤0.01%
500
1524
$10K ﹤0.01%
144
1525
$10K ﹤0.01%
415
59 60
61
62 63