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
1701
$7K ﹤0.01%
65
-52
1702
$7K ﹤0.01%
293
1703
$7K ﹤0.01%
323
1704
$7K ﹤0.01%
+100
1705
$7K ﹤0.01%
503
1706
$7K ﹤0.01%
100
1707
$7K ﹤0.01%
126
1708
$7K ﹤0.01%
+158
1709
$7K ﹤0.01%
277
+265
1710
$7K ﹤0.01%
+975
1711
$7K ﹤0.01%
213
+35
1712
$7K ﹤0.01%
391
+91
1713
$7K ﹤0.01%
7
1714
$7K ﹤0.01%
185
+176
1715
$7K ﹤0.01%
212
1716
$7K ﹤0.01%
131
1717
$7K ﹤0.01%
232
-2
1718
$7K ﹤0.01%
+723
1719
$7K ﹤0.01%
620
+135
1720
$7K ﹤0.01%
186
+6
1721
$6K ﹤0.01%
122
1722
$6K ﹤0.01%
225
-4
1723
$6K ﹤0.01%
39
1724
$6K ﹤0.01%
81
+47
1725
$6K ﹤0.01%
81
+58
67 68
69
70 71