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
1851
$5K ﹤0.01%
125
-104
1852
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157
+47
1853
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156
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1854
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1855
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167
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1856
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1857
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1858
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42
+2
1859
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481
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1860
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92
+8
1861
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1862
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1863
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72
1864
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113
1865
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1,025
-533
1866
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62
+12
1867
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+215
1868
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73
+36
1869
$5K ﹤0.01%
944
+252
1870
$5K ﹤0.01%
729
+142
1871
$5K ﹤0.01%
183
+153
1872
$5K ﹤0.01%
1,848
+253
1873
$5K ﹤0.01%
128
+64
1874
$5K ﹤0.01%
113
-29
1875
$5K ﹤0.01%
521
+169
73 74
75
76 77