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
1826
$5K ﹤0.01%
108
1827
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105
+31
1828
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1829
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35
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1830
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1,400
1831
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+185
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1834
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102
-6
1835
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899
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1837
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83
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1838
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1839
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265
-59
1840
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88
+4
1841
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1842
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381
1843
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293
-1,754
1844
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1845
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98
+42
1846
$5K ﹤0.01%
137
1847
$5K ﹤0.01%
123
1848
$5K ﹤0.01%
198
+36
1849
$5K ﹤0.01%
360
1850
$5K ﹤0.01%
594
+91
72 73
74
75 76