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WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Est. Return
10.91%
This Fund
S&P 500
1 Year Est. Return
+10.91%
AUM
$1.33B
AUM Growth
+$202M
(+18%)
Holding
2,704
Top Buys
| 1 | +$8.89M | |
| 2 | +$7.11M | |
| 3 | +$6.27M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.12M |
| 5 |
Restaurant Brands International
QSR
|
+$3.4M |
Top Sells
| 1 | +$8.64M | |
| 2 | +$2.62M | |
| 3 | +$1.91M | |
| 4 |
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 | 3.62% |