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
2051
$3K ﹤0.01%
58
-6
2052
$3K ﹤0.01%
100
2053
$3K ﹤0.01%
67
-21
2054
$3K ﹤0.01%
76
2055
$3K ﹤0.01%
1,200
2056
$3K ﹤0.01%
336
2057
$3K ﹤0.01%
232
2058
$3K ﹤0.01%
24
-10
2059
$3K ﹤0.01%
235
+92
2060
$3K ﹤0.01%
8
2061
$3K ﹤0.01%
67
+45
2062
$3K ﹤0.01%
103
+17
2063
$3K ﹤0.01%
165
2064
$3K ﹤0.01%
17
2065
$3K ﹤0.01%
240
+49
2066
$3K ﹤0.01%
153
2067
$3K ﹤0.01%
236
2068
$3K ﹤0.01%
155
-4
2069
$3K ﹤0.01%
18
-6
2070
$3K ﹤0.01%
107
-310
2071
$3K ﹤0.01%
88
2072
$3K ﹤0.01%
87
+68
2073
$3K ﹤0.01%
23
-400
2074
$3K ﹤0.01%
461
+294
2075
$3K ﹤0.01%
39
+36
81 82
83
84 85