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
1951
$4K ﹤0.01%
94
1952
$4K ﹤0.01%
37
-8
1953
$4K ﹤0.01%
146
1954
$4K ﹤0.01%
147
+70
1955
$4K ﹤0.01%
201
-58
1956
$4K ﹤0.01%
120
-5
1957
$4K ﹤0.01%
221
-3
1958
$4K ﹤0.01%
276
+26
1959
$4K ﹤0.01%
144
1960
$4K ﹤0.01%
128
1961
$4K ﹤0.01%
96
-33
1962
$4K ﹤0.01%
90
-5
1963
$4K ﹤0.01%
79
-101
1964
$4K ﹤0.01%
283
+2
1965
$4K ﹤0.01%
60
1966
$3K ﹤0.01%
154
1967
$3K ﹤0.01%
601
+149
1968
$3K ﹤0.01%
188
1969
$3K ﹤0.01%
4,800
1970
$3K ﹤0.01%
148
1971
$3K ﹤0.01%
59
1972
– –
0
1973
$3K ﹤0.01%
56
+31
1974
$3K ﹤0.01%
46
1975
$3K ﹤0.01%
1,566
+771
77 78
79
80 81