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
1926
$4K ﹤0.01%
220
1927
$4K ﹤0.01%
170
1928
$4K ﹤0.01%
105
1929
$4K ﹤0.01%
+85
1930
$4K ﹤0.01%
111
+71
1931
$4K ﹤0.01%
114
+6
1932
$4K ﹤0.01%
93
1933
$4K ﹤0.01%
101
1934
$4K ﹤0.01%
60
1935
$4K ﹤0.01%
+185
1936
$4K ﹤0.01%
292
+13
1937
$4K ﹤0.01%
52
1938
$4K ﹤0.01%
40
1939
$4K ﹤0.01%
165
+62
1940
$4K ﹤0.01%
28
1941
$4K ﹤0.01%
87
1942
$4K ﹤0.01%
298
1943
$4K ﹤0.01%
122
-50
1944
$4K ﹤0.01%
96
+41
1945
– –
0
1946
$4K ﹤0.01%
68
1947
$4K ﹤0.01%
167
+13
1948
$4K ﹤0.01%
300
1949
$4K ﹤0.01%
25
1950
$4K ﹤0.01%
600
76 77
78
79 80