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
1926
$4K ﹤0.01%
70
+27
1927
$4K ﹤0.01%
80
1928
$4K ﹤0.01%
133
-11
1929
$4K ﹤0.01%
300
1930
$4K ﹤0.01%
184
+40
1931
$4K ﹤0.01%
57
+5
1932
$4K ﹤0.01%
121
-198
1933
$4K ﹤0.01%
104
1934
$4K ﹤0.01%
44
1935
– –
0
1936
$4K ﹤0.01%
97
+17
1937
– –
0
1938
$4K ﹤0.01%
48
1939
$4K ﹤0.01%
+50
1940
$4K ﹤0.01%
279
1941
$4K ﹤0.01%
55
1942
$4K ﹤0.01%
457
1943
$4K ﹤0.01%
28
-5
1944
$4K ﹤0.01%
107
-43
1945
$4K ﹤0.01%
102
-39
1946
$4K ﹤0.01%
183
1947
$4K ﹤0.01%
92
-18
1948
$4K ﹤0.01%
54
-10
1949
$4K ﹤0.01%
46
1950
$4K ﹤0.01%
128
76 77
78
79 80