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
1626
$8K ﹤0.01%
88
1627
$8K ﹤0.01%
225
+24
1628
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290
1629
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200
1630
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1,400
1631
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+64
1632
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136
-120
1633
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2,002
-348
1634
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+258
1635
$8K ﹤0.01%
1,057
1636
$8K ﹤0.01%
187
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1637
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136
-30
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175
-101
1639
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182
1640
$8K ﹤0.01%
399
+131
1641
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1642
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108
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1643
$8K ﹤0.01%
224
-1,909
1644
– –
0
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446
+9
1646
$8K ﹤0.01%
431
+316
1647
$8K ﹤0.01%
90
-23
1648
$8K ﹤0.01%
149
+54
1649
$8K ﹤0.01%
239
-15
1650
$8K ﹤0.01%
123
+3
64 65
66
67 68