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
1601
– –
0
1602
$8K ﹤0.01%
115
-21
1603
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188
-11
1604
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139
+71
1605
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309
+9
1606
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494
+106
1607
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127
-383
1608
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106
+2
1609
$8K ﹤0.01%
176
1610
$8K ﹤0.01%
136
1611
$8K ﹤0.01%
150
1612
– –
0
1613
$8K ﹤0.01%
1,348
+1,051
1614
$8K ﹤0.01%
727
-105
1615
$8K ﹤0.01%
199
+19
1616
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88
1617
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225
+24
1618
$8K ﹤0.01%
290
1619
$8K ﹤0.01%
200
1620
$8K ﹤0.01%
1,400
1621
$8K ﹤0.01%
+64
1622
$8K ﹤0.01%
136
-120
1623
$8K ﹤0.01%
2,002
-348
1624
$8K ﹤0.01%
+258
1625
$8K ﹤0.01%
1,057
63 64
65
66 67