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
1976
$3K ﹤0.01%
1,566
+771
1977
$3K ﹤0.01%
177
1978
$3K ﹤0.01%
100
1979
$3K ﹤0.01%
256
+178
1980
$3K ﹤0.01%
4,800
1981
$3K ﹤0.01%
37
1982
$3K ﹤0.01%
73
-6
1983
$3K ﹤0.01%
91
1984
$3K ﹤0.01%
232
-77
1985
$3K ﹤0.01%
117
+11
1986
$3K ﹤0.01%
96
+14
1987
$3K ﹤0.01%
+111
1988
– –
0
1989
$3K ﹤0.01%
259
-15
1990
$3K ﹤0.01%
113
1991
$3K ﹤0.01%
33
-7
1992
$3K ﹤0.01%
23
-4
1993
$3K ﹤0.01%
205
+79
1994
$3K ﹤0.01%
52
-9
1995
$3K ﹤0.01%
48
-12
1996
$3K ﹤0.01%
57
1997
$3K ﹤0.01%
80
+67
1998
$3K ﹤0.01%
51
-50
1999
$3K ﹤0.01%
135
+104
2000
$3K ﹤0.01%
166
-36
78 79
80
81 82