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
2026
$3K ﹤0.01%
8
+2
2027
$3K ﹤0.01%
142
2028
$3K ﹤0.01%
66
+59
2029
$3K ﹤0.01%
76
2030
$3K ﹤0.01%
230
2031
$3K ﹤0.01%
171
2032
$3K ﹤0.01%
52
+7
2033
$3K ﹤0.01%
94
2034
$3K ﹤0.01%
+1
2035
$3K ﹤0.01%
22
+7
2036
$3K ﹤0.01%
138
2037
$3K ﹤0.01%
145
2038
$3K ﹤0.01%
108
-74
2039
$3K ﹤0.01%
44
+16
2040
$3K ﹤0.01%
110
-357
2041
$3K ﹤0.01%
116
2042
$3K ﹤0.01%
112
2043
$3K ﹤0.01%
164
-19
2044
$3K ﹤0.01%
36
-12
2045
$3K ﹤0.01%
56
+10
2046
$3K ﹤0.01%
370
2047
$3K ﹤0.01%
197
+37
2048
$3K ﹤0.01%
98
2049
$3K ﹤0.01%
86
+28
2050
$3K ﹤0.01%
76
80 81
82
83 84