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
1801
$5K ﹤0.01%
481
+93
1802
$5K ﹤0.01%
92
+8
1803
$5K ﹤0.01%
47
1804
$5K ﹤0.01%
135
1805
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72
1806
$5K ﹤0.01%
40
-28
1807
$5K ﹤0.01%
194
1808
– –
0
1809
$5K ﹤0.01%
69
+4
1810
$5K ﹤0.01%
131
1811
$5K ﹤0.01%
167
1812
$5K ﹤0.01%
+46
1813
$5K ﹤0.01%
+220
1814
$5K ﹤0.01%
94
+4
1815
$5K ﹤0.01%
50
1816
$5K ﹤0.01%
161
-19
1817
$5K ﹤0.01%
381
1818
$5K ﹤0.01%
293
-1,754
1819
$5K ﹤0.01%
137
1820
$5K ﹤0.01%
123
1821
$5K ﹤0.01%
198
+36
1822
$5K ﹤0.01%
360
1823
$5K ﹤0.01%
500
1824
$5K ﹤0.01%
188
+52
1825
$5K ﹤0.01%
214
-3
71 72
73
74 75