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
1701
$7K ﹤0.01%
241
+25
1702
$7K ﹤0.01%
244
-203
1703
$7K ﹤0.01%
204
1704
$7K ﹤0.01%
+220
1705
$7K ﹤0.01%
386
+177
1706
$7K ﹤0.01%
65
1707
$7K ﹤0.01%
11
-1
1708
$7K ﹤0.01%
215
+7
1709
$7K ﹤0.01%
1,200
-40
1710
$7K ﹤0.01%
65
-52
1711
$7K ﹤0.01%
293
1712
$7K ﹤0.01%
323
1713
$7K ﹤0.01%
+604
1714
$7K ﹤0.01%
232
-2
1715
$7K ﹤0.01%
+723
1716
$7K ﹤0.01%
52
-30
1717
$7K ﹤0.01%
209
-69
1718
$7K ﹤0.01%
620
+135
1719
$7K ﹤0.01%
186
+6
1720
– –
0
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