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
1951
$4K ﹤0.01%
37
-4
1952
$4K ﹤0.01%
292
+13
1953
$4K ﹤0.01%
52
1954
$4K ﹤0.01%
40
1955
$4K ﹤0.01%
120
-5
1956
$4K ﹤0.01%
148
-25
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%
45
1967
$3K ﹤0.01%
82
1968
$3K ﹤0.01%
188
1969
$3K ﹤0.01%
103
-51
1970
$3K ﹤0.01%
63
+46
1971
$3K ﹤0.01%
148
1972
$3K ﹤0.01%
59
1973
– –
0
1974
$3K ﹤0.01%
56
+31
1975
$3K ﹤0.01%
46
77 78
79
80 81