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 10.43%
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%
44
1952
$4K ﹤0.01%
495
+23
1953
$4K ﹤0.01%
354
1954
$4K ﹤0.01%
151
+15
1955
$4K ﹤0.01%
100
1956
$4K ﹤0.01%
54
+11
1957
$4K ﹤0.01%
134
1958
– –
0
1959
$4K ﹤0.01%
68
1960
$4K ﹤0.01%
195
1961
$4K ﹤0.01%
113
+13
1962
$4K ﹤0.01%
+337
1963
$4K ﹤0.01%
90
1964
$4K ﹤0.01%
220
1965
$4K ﹤0.01%
148
-25
1966
$3K ﹤0.01%
60
1967
$3K ﹤0.01%
45
-16
1968
$3K ﹤0.01%
140
1969
$3K ﹤0.01%
200
1970
$3K ﹤0.01%
71
-22
1971
$3K ﹤0.01%
92
1972
$3K ﹤0.01%
116
1973
$3K ﹤0.01%
142
-40
1974
$3K ﹤0.01%
+1,000
1975
$3K ﹤0.01%
49
77 78
79
80 81