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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
1776
$6K ﹤0.01%
250
1777
$6K ﹤0.01%
332
+17
1778
$6K ﹤0.01%
124
-432
1779
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218
+4
1780
$6K ﹤0.01%
100
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1781
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276
1782
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170
-148
1783
$6K ﹤0.01%
3,167
-441
1784
$6K ﹤0.01%
516
1785
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333
1786
$6K ﹤0.01%
404
-1,226
1787
$6K ﹤0.01%
107
+40
1788
$6K ﹤0.01%
+300
1789
$6K ﹤0.01%
377
+62
1790
$6K ﹤0.01%
149
1791
$6K ﹤0.01%
192
-33
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$6K ﹤0.01%
102
-633
1793
$6K ﹤0.01%
262
+139
1794
$6K ﹤0.01%
114
1795
– –
0
1796
$5K ﹤0.01%
40
-28
1797
$5K ﹤0.01%
194
1798
– –
0
1799
$5K ﹤0.01%
69
+4
1800
$5K ﹤0.01%
131
70 71
72
73 74