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 10.43%
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
1826
$5K ﹤0.01%
88
+4
1827
$5K ﹤0.01%
+46
1828
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+220
1829
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94
+4
1830
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50
1831
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161
-19
1832
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381
1833
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293
-1,754
1834
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210
1835
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98
+42
1836
$5K ﹤0.01%
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1837
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1838
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198
+36
1839
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360
1840
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594
+91
1841
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125
-104
1842
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157
+47
1843
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156
-28
1844
$5K ﹤0.01%
+452
1845
$5K ﹤0.01%
167
+66
1846
$5K ﹤0.01%
77
1847
$5K ﹤0.01%
157
1848
$5K ﹤0.01%
42
+2
1849
$5K ﹤0.01%
481
+93
1850
$5K ﹤0.01%
92
+8
72 73
74
75 76