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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 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$7K ﹤0.01%
156
-44
1677
$7K ﹤0.01%
558
-424
1678
$7K ﹤0.01%
780
+8
1679
$7K ﹤0.01%
53
+14
1680
$7K ﹤0.01%
118
+3
1681
$7K ﹤0.01%
182
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1682
$7K ﹤0.01%
439
1683
$7K ﹤0.01%
406
+13
1684
$7K ﹤0.01%
242
+49
1685
$7K ﹤0.01%
+975
1686
$7K ﹤0.01%
213
+35
1687
$7K ﹤0.01%
661
-419
1688
$7K ﹤0.01%
337
+131
1689
$7K ﹤0.01%
65
1690
$7K ﹤0.01%
183
+23
1691
$7K ﹤0.01%
108
1692
$7K ﹤0.01%
304
+101
1693
$7K ﹤0.01%
121
+49
1694
$7K ﹤0.01%
76
-6
1695
$7K ﹤0.01%
309
+222
1696
$7K ﹤0.01%
+723
1697
$7K ﹤0.01%
52
-30
1698
$7K ﹤0.01%
209
-69
1699
$7K ﹤0.01%
620
+135
1700
$7K ﹤0.01%
186
+6
66 67
68
69 70