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
2026
$3K ﹤0.01%
112
2027
$3K ﹤0.01%
21
+4
2028
$3K ﹤0.01%
286
-1,077
2029
$3K ﹤0.01%
+675
2030
$3K ﹤0.01%
92
2031
$3K ﹤0.01%
116
2032
$3K ﹤0.01%
142
-40
2033
$3K ﹤0.01%
+1,000
2034
$3K ﹤0.01%
60
+27
2035
$3K ﹤0.01%
49
2036
$3K ﹤0.01%
213
+2
2037
$3K ﹤0.01%
1,761
+973
2038
$3K ﹤0.01%
154
2039
$3K ﹤0.01%
601
+149
2040
$3K ﹤0.01%
36
-17
2041
$3K ﹤0.01%
416
+371
2042
$3K ﹤0.01%
28
-1
2043
$3K ﹤0.01%
105
+72
2044
$3K ﹤0.01%
53
2045
$3K ﹤0.01%
81
2046
$3K ﹤0.01%
68
+38
2047
$3K ﹤0.01%
98
+25
2048
$3K ﹤0.01%
115
+48
2049
$3K ﹤0.01%
121
+102
2050
$3K ﹤0.01%
71
80 81
82
83 84