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
1801
$5K ﹤0.01%
60
1802
$5K ﹤0.01%
223
-42
1803
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1804
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1805
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1806
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1807
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1808
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3,000
1809
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1810
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94
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1811
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1812
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-19
1813
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1,243
+759
1814
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126
+94
1815
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1816
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1817
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-1
1818
– –
0
1819
$5K ﹤0.01%
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1820
$5K ﹤0.01%
40
-28
1821
$5K ﹤0.01%
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1822
– –
0
1823
$5K ﹤0.01%
69
+4
1824
$5K ﹤0.01%
131
1825
$5K ﹤0.01%
478
+87
71 72
73
74 75