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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 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$3K ﹤0.01%
56
+10
1977
$3K ﹤0.01%
197
+37
1978
$3K ﹤0.01%
98
1979
$3K ﹤0.01%
87
+28
1980
$3K ﹤0.01%
92
1981
$3K ﹤0.01%
416
+371
1982
$3K ﹤0.01%
37
1983
$3K ﹤0.01%
73
-6
1984
$3K ﹤0.01%
91
1985
$3K ﹤0.01%
28
-1
1986
$3K ﹤0.01%
105
+72
1987
$3K ﹤0.01%
53
1988
$3K ﹤0.01%
81
1989
$3K ﹤0.01%
68
+38
1990
$3K ﹤0.01%
98
+25
1991
$3K ﹤0.01%
115
+48
1992
$3K ﹤0.01%
121
+102
1993
$3K ﹤0.01%
71
1994
$3K ﹤0.01%
232
-77
1995
$3K ﹤0.01%
117
+11
1996
$3K ﹤0.01%
96
+14
1997
$3K ﹤0.01%
36
-17
1998
$3K ﹤0.01%
+111
1999
– –
0
2000
$3K ﹤0.01%
259
-15
78 79
80
81 82