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
2001
$3K ﹤0.01%
23
-4
2002
$3K ﹤0.01%
205
+79
2003
$3K ﹤0.01%
52
-9
2004
$3K ﹤0.01%
48
-12
2005
$3K ﹤0.01%
172
2006
$3K ﹤0.01%
40
+18
2007
$3K ﹤0.01%
57
2008
$3K ﹤0.01%
80
+67
2009
$3K ﹤0.01%
51
-50
2010
$3K ﹤0.01%
135
+104
2011
$3K ﹤0.01%
+157
2012
$3K ﹤0.01%
73
2013
$3K ﹤0.01%
153
2014
$3K ﹤0.01%
130
+42
2015
$3K ﹤0.01%
45
2016
$3K ﹤0.01%
55
2017
$3K ﹤0.01%
25
2018
$3K ﹤0.01%
80
-19
2019
$3K ﹤0.01%
172
+123
2020
$3K ﹤0.01%
128
2021
$3K ﹤0.01%
37
-11
2022
$3K ﹤0.01%
140
+11
2023
$3K ﹤0.01%
58
2024
$3K ﹤0.01%
+57
2025
$3K ﹤0.01%
144
+15
79 80
81
82 83