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
1901
$4K ﹤0.01%
+185
1902
$4K ﹤0.01%
165
+62
1903
$4K ﹤0.01%
28
1904
$4K ﹤0.01%
87
1905
$4K ﹤0.01%
298
1906
$4K ﹤0.01%
122
-50
1907
$4K ﹤0.01%
96
+41
1908
– –
0
1909
$4K ﹤0.01%
68
1910
$4K ﹤0.01%
167
+13
1911
$4K ﹤0.01%
300
1912
$4K ﹤0.01%
25
1913
$4K ﹤0.01%
600
1914
$4K ﹤0.01%
94
1915
$4K ﹤0.01%
37
-8
1916
$4K ﹤0.01%
146
1917
$4K ﹤0.01%
147
+70
1918
$4K ﹤0.01%
201
-58
1919
$4K ﹤0.01%
54
1920
$4K ﹤0.01%
192
1921
$4K ﹤0.01%
484
+142
1922
$4K ﹤0.01%
+1,500
1923
$4K ﹤0.01%
55
1924
$4K ﹤0.01%
137
+75
1925
$4K ﹤0.01%
81
75 76
77
78 79