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
1901
$4K ﹤0.01%
121
-198
1902
$4K ﹤0.01%
104
1903
$4K ﹤0.01%
44
1904
$4K ﹤0.01%
195
1905
$4K ﹤0.01%
495
+23
1906
$4K ﹤0.01%
354
1907
– –
0
1908
– –
0
1909
$4K ﹤0.01%
97
+17
1910
– –
0
1911
$4K ﹤0.01%
48
1912
$4K ﹤0.01%
+50
1913
$4K ﹤0.01%
279
1914
$4K ﹤0.01%
55
1915
$4K ﹤0.01%
457
1916
$4K ﹤0.01%
28
-5
1917
$4K ﹤0.01%
107
-43
1918
$4K ﹤0.01%
102
-39
1919
$4K ﹤0.01%
183
1920
$4K ﹤0.01%
92
-18
1921
$4K ﹤0.01%
54
-10
1922
$4K ﹤0.01%
46
1923
$4K ﹤0.01%
128
1924
$4K ﹤0.01%
37
-4
1925
$4K ﹤0.01%
408
+63
75 76
77
78 79