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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
1851
$5K ﹤0.01%
72
1852
$5K ﹤0.01%
113
1853
$5K ﹤0.01%
1,025
-533
1854
$5K ﹤0.01%
62
+12
1855
$5K ﹤0.01%
+215
1856
$5K ﹤0.01%
73
+36
1857
$5K ﹤0.01%
1,243
+759
1858
$5K ﹤0.01%
126
+94
1859
$5K ﹤0.01%
95
1860
$5K ﹤0.01%
238
-159
1861
$5K ﹤0.01%
97
-1
1862
– –
0
1863
$5K ﹤0.01%
944
+252
1864
$5K ﹤0.01%
729
+142
1865
$5K ﹤0.01%
183
+153
1866
$5K ﹤0.01%
1,848
+253
1867
$5K ﹤0.01%
128
+64
1868
$5K ﹤0.01%
113
-29
1869
$5K ﹤0.01%
521
+169
1870
$5K ﹤0.01%
+46
1871
$5K ﹤0.01%
+220
1872
$5K ﹤0.01%
94
+4
1873
$5K ﹤0.01%
50
1874
$5K ﹤0.01%
161
-19
1875
$5K ﹤0.01%
137
73 74
75
76 77