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
1601
$8K ﹤0.01%
106
+2
1602
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184
1603
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136
1604
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-21
1605
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1606
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-11
1607
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+71
1608
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309
+9
1609
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494
+106
1610
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127
-383
1611
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150
1612
– –
0
1613
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1,348
+1,051
1614
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727
-105
1615
$8K ﹤0.01%
199
+19
1616
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88
1617
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225
+24
1618
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290
1619
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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