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
2026
$3K ﹤0.01%
204
+80
2027
$3K ﹤0.01%
96
+8
2028
$3K ﹤0.01%
70
-26
2029
$3K ﹤0.01%
112
2030
$3K ﹤0.01%
21
+4
2031
$3K ﹤0.01%
286
-1,077
2032
$3K ﹤0.01%
247
-59
2033
$3K ﹤0.01%
64
+18
2034
$3K ﹤0.01%
405
-3
2035
$3K ﹤0.01%
45
2036
$3K ﹤0.01%
82
2037
$3K ﹤0.01%
+1,000
2038
$3K ﹤0.01%
60
+27
2039
$3K ﹤0.01%
49
2040
$3K ﹤0.01%
213
+2
2041
$3K ﹤0.01%
1,761
+973
2042
$3K ﹤0.01%
154
2043
$3K ﹤0.01%
601
+149
2044
$3K ﹤0.01%
188
2045
$3K ﹤0.01%
4,800
2046
$3K ﹤0.01%
148
2047
$3K ﹤0.01%
59
2048
$3K ﹤0.01%
36
-17
2049
$3K ﹤0.01%
71
2050
$3K ﹤0.01%
52
-9
80 81
82
83 84