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
2001
$3K ﹤0.01%
60
2002
$3K ﹤0.01%
45
-16
2003
$3K ﹤0.01%
140
2004
$3K ﹤0.01%
+157
2005
$3K ﹤0.01%
73
2006
$3K ﹤0.01%
153
2007
$3K ﹤0.01%
130
+42
2008
$3K ﹤0.01%
45
2009
$3K ﹤0.01%
55
2010
$3K ﹤0.01%
200
2011
$3K ﹤0.01%
44
+16
2012
$3K ﹤0.01%
74
2013
$3K ﹤0.01%
110
-357
2014
$3K ﹤0.01%
116
2015
$3K ﹤0.01%
112
2016
$3K ﹤0.01%
164
-19
2017
$3K ﹤0.01%
36
-12
2018
$3K ﹤0.01%
56
+10
2019
$3K ﹤0.01%
370
2020
$3K ﹤0.01%
71
-22
2021
$3K ﹤0.01%
102
2022
$3K ﹤0.01%
241
2023
$3K ﹤0.01%
204
+80
2024
$3K ﹤0.01%
96
+8
2025
$3K ﹤0.01%
70
-26
79 80
81
82 83