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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 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$10K ﹤0.01%
+529
1552
$10K ﹤0.01%
530
+99
1553
$10K ﹤0.01%
197
-72
1554
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419
1555
$10K ﹤0.01%
979
-25
1556
$10K ﹤0.01%
324
1557
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429
+155
1558
$10K ﹤0.01%
39
+25
1559
$10K ﹤0.01%
+7
1560
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185
1561
$10K ﹤0.01%
100
1562
$10K ﹤0.01%
382
1563
$9K ﹤0.01%
317
-31
1564
$9K ﹤0.01%
120
+8
1565
$9K ﹤0.01%
200
+14
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$9K ﹤0.01%
216
1567
$9K ﹤0.01%
29
+27
1568
$9K ﹤0.01%
172
-5
1569
$9K ﹤0.01%
106
+13
1570
$9K ﹤0.01%
291
-46
1571
$9K ﹤0.01%
365
-18
1572
$9K ﹤0.01%
73
+6
1573
$9K ﹤0.01%
231
+17
1574
$9K ﹤0.01%
265
1575
$9K ﹤0.01%
304
61 62
63
64 65