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
1526
$10K ﹤0.01%
163
-6
1527
$10K ﹤0.01%
3,750
1528
$10K ﹤0.01%
423
+38
1529
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71
-2
1530
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128
-74
1531
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500
1532
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802
1533
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161
-439
1534
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51
-8
1535
$10K ﹤0.01%
205
-22
1536
$10K ﹤0.01%
22,667
1537
– –
0
1538
$10K ﹤0.01%
100
+43
1539
$10K ﹤0.01%
255
+159
1540
$10K ﹤0.01%
553
+28
1541
$10K ﹤0.01%
403
+63
1542
$10K ﹤0.01%
530
+99
1543
$10K ﹤0.01%
197
-72
1544
$10K ﹤0.01%
419
1545
$10K ﹤0.01%
979
-25
1546
$10K ﹤0.01%
33
+5
1547
$10K ﹤0.01%
84
+59
1548
$10K ﹤0.01%
1,316
+1,107
1549
$10K ﹤0.01%
1,825
1550
$10K ﹤0.01%
84
60 61
62
63 64