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 10.43%
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%
226
+38
1602
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60
1603
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126
+16
1604
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49
1605
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70
1606
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69
-39
1607
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255
1608
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264
+41
1609
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565
+79
1610
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300
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1611
– –
0
1612
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1613
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1614
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139
+71
1615
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309
+9
1616
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494
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1617
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127
-383
1618
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106
+2
1619
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1620
$8K ﹤0.01%
136
1621
$8K ﹤0.01%
150
1622
– –
0
1623
$8K ﹤0.01%
1,348
+1,051
1624
$8K ﹤0.01%
727
-105
1625
$8K ﹤0.01%
199
+19
63 64
65
66 67