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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$7K ﹤0.01%
186
+6
1702
– –
0
1703
$7K ﹤0.01%
+100
1704
– –
0
1705
$7K ﹤0.01%
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+40
1706
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241
+25
1707
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-203
1708
$7K ﹤0.01%
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1709
$7K ﹤0.01%
204
1710
$7K ﹤0.01%
+220
1711
$7K ﹤0.01%
386
+177
1712
$7K ﹤0.01%
65
1713
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11
-1
1714
$7K ﹤0.01%
215
+7
1715
$7K ﹤0.01%
1,200
-40
1716
$7K ﹤0.01%
65
-52
1717
$7K ﹤0.01%
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1718
$7K ﹤0.01%
323
1719
$7K ﹤0.01%
232
-2
1720
$7K ﹤0.01%
+723
1721
$6K ﹤0.01%
171
1722
$6K ﹤0.01%
62
+13
1723
$6K ﹤0.01%
122
1724
$6K ﹤0.01%
225
-4
1725
$6K ﹤0.01%
39
67 68
69
70 71