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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$5K ﹤0.01%
+452
1852
$5K ﹤0.01%
167
+66
1853
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1854
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1855
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42
+2
1856
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481
+93
1857
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1858
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1859
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1860
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1861
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1862
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73
+36
1863
$5K ﹤0.01%
1,243
+759
1864
$5K ﹤0.01%
126
+94
1865
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1866
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238
-159
1867
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-1
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944
+252
1869
$5K ﹤0.01%
729
+142
1870
$5K ﹤0.01%
183
+153
1871
$5K ﹤0.01%
1,848
+253
1872
$5K ﹤0.01%
128
+64
1873
$5K ﹤0.01%
113
-29
1874
$5K ﹤0.01%
521
+169
1875
– –
0
73 74
75
76 77