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
1726
$6K ﹤0.01%
+300
1727
$6K ﹤0.01%
171
1728
$6K ﹤0.01%
62
+13
1729
$6K ﹤0.01%
39
-16
1730
$6K ﹤0.01%
114
+49
1731
$6K ﹤0.01%
268
1732
$6K ﹤0.01%
314
-13
1733
$6K ﹤0.01%
79
+34
1734
$6K ﹤0.01%
310
-9
1735
$6K ﹤0.01%
120
+9
1736
$6K ﹤0.01%
67
1737
$6K ﹤0.01%
218
1738
$6K ﹤0.01%
+117
1739
$6K ﹤0.01%
162
+144
1740
$6K ﹤0.01%
180
1741
$6K ﹤0.01%
2,408
+1,976
1742
$6K ﹤0.01%
301
1743
$6K ﹤0.01%
71
+7
1744
$6K ﹤0.01%
137
+13
1745
$6K ﹤0.01%
+454
1746
$6K ﹤0.01%
480
-436
1747
$6K ﹤0.01%
473
+141
1748
$6K ﹤0.01%
76
+11
1749
$6K ﹤0.01%
205
-15
1750
$6K ﹤0.01%
230
+177
68 69
70
71 72