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%
51
-8
1552
$10K ﹤0.01%
205
-22
1553
$10K ﹤0.01%
22,667
1554
– –
0
1555
$10K ﹤0.01%
100
+43
1556
$10K ﹤0.01%
255
+159
1557
$10K ﹤0.01%
553
+28
1558
$10K ﹤0.01%
403
+63
1559
$10K ﹤0.01%
530
+99
1560
$10K ﹤0.01%
197
-72
1561
$10K ﹤0.01%
419
1562
$10K ﹤0.01%
979
-25
1563
$9K ﹤0.01%
172
-5
1564
$9K ﹤0.01%
106
+13
1565
$9K ﹤0.01%
291
-46
1566
$9K ﹤0.01%
365
-18
1567
$9K ﹤0.01%
728
1568
$9K ﹤0.01%
4
-1
1569
$9K ﹤0.01%
442
1570
$9K ﹤0.01%
73
-5
1571
$9K ﹤0.01%
317
-31
1572
$9K ﹤0.01%
120
+8
1573
$9K ﹤0.01%
200
+14
1574
$9K ﹤0.01%
216
1575
$9K ﹤0.01%
29
+27
61 62
63
64 65