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
1801
– –
0
1802
$5K ﹤0.01%
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+4
1803
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1804
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1805
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500
1806
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+52
1807
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1808
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-20
1809
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1810
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1811
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-42
1812
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1813
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1814
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-48
1815
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478
+87
1816
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1817
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1818
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1819
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35
-12
1820
$5K ﹤0.01%
1,400
1821
$5K ﹤0.01%
173
1822
$5K ﹤0.01%
+185
1823
$5K ﹤0.01%
205
1824
$5K ﹤0.01%
60
-26
1825
$5K ﹤0.01%
3,000
71 72
73
74 75