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
1651
$8K ﹤0.01%
565
+79
1652
$8K ﹤0.01%
300
-93
1653
$8K ﹤0.01%
278
+14
1654
$7K ﹤0.01%
191
+86
1655
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97
1656
$7K ﹤0.01%
1,000
1657
$7K ﹤0.01%
273
1658
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118
-30
1659
$7K ﹤0.01%
503
1660
$7K ﹤0.01%
391
+91
1661
$7K ﹤0.01%
7
1662
$7K ﹤0.01%
185
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1663
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212
1664
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131
1665
$7K ﹤0.01%
55
-217
1666
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220
1667
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185
+15
1668
$7K ﹤0.01%
88
+22
1669
$7K ﹤0.01%
145
1670
$7K ﹤0.01%
589
-1,167
1671
$7K ﹤0.01%
327
+12
1672
$7K ﹤0.01%
100
1673
$7K ﹤0.01%
126
1674
$7K ﹤0.01%
+158
1675
$7K ﹤0.01%
277
+265
65 66
67
68 69