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
2001
$3K ﹤0.01%
138
2002
$3K ﹤0.01%
145
2003
$3K ﹤0.01%
108
-74
2004
$3K ﹤0.01%
200
2005
$3K ﹤0.01%
176
+64
2006
$3K ﹤0.01%
74
2007
$3K ﹤0.01%
110
-357
2008
$3K ﹤0.01%
116
2009
$3K ﹤0.01%
112
2010
$3K ﹤0.01%
164
-19
2011
$3K ﹤0.01%
36
-12
2012
$3K ﹤0.01%
370
2013
$3K ﹤0.01%
100
2014
$3K ﹤0.01%
67
-21
2015
$3K ﹤0.01%
76
2016
$3K ﹤0.01%
1,200
2017
$3K ﹤0.01%
336
2018
$3K ﹤0.01%
232
2019
$3K ﹤0.01%
24
-10
2020
$3K ﹤0.01%
87
+68
2021
$3K ﹤0.01%
23
-400
2022
$3K ﹤0.01%
461
+294
2023
$3K ﹤0.01%
39
+36
2024
$3K ﹤0.01%
102
2025
$3K ﹤0.01%
241
79 80
81
82 83