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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
130
+42
2027
$3K ﹤0.01%
45
2028
$3K ﹤0.01%
55
2029
$3K ﹤0.01%
25
2030
$3K ﹤0.01%
80
-19
2031
$3K ﹤0.01%
172
+123
2032
$3K ﹤0.01%
128
2033
$3K ﹤0.01%
37
-11
2034
$3K ﹤0.01%
140
+11
2035
$3K ﹤0.01%
58
2036
$3K ﹤0.01%
+57
2037
$3K ﹤0.01%
144
+15
2038
$3K ﹤0.01%
8
+2
2039
$3K ﹤0.01%
142
2040
$3K ﹤0.01%
66
+59
2041
$3K ﹤0.01%
76
2042
$3K ﹤0.01%
230
2043
$3K ﹤0.01%
171
2044
$3K ﹤0.01%
52
+7
2045
$3K ﹤0.01%
94
2046
$3K ﹤0.01%
+1
2047
$3K ﹤0.01%
22
+7
2048
$3K ﹤0.01%
138
2049
$3K ﹤0.01%
145
2050
$3K ﹤0.01%
108
-74
80 81
82
83 84