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
2051
$3K ﹤0.01%
172
2052
$3K ﹤0.01%
40
+18
2053
$3K ﹤0.01%
54
2054
$3K ﹤0.01%
159
-10
2055
$3K ﹤0.01%
25
2056
$3K ﹤0.01%
80
-19
2057
$3K ﹤0.01%
172
+123
2058
$3K ﹤0.01%
128
2059
$3K ﹤0.01%
37
-11
2060
$3K ﹤0.01%
140
+11
2061
$3K ﹤0.01%
58
2062
$3K ﹤0.01%
+57
2063
$3K ﹤0.01%
144
+15
2064
$3K ﹤0.01%
8
+2
2065
$3K ﹤0.01%
142
2066
$3K ﹤0.01%
66
+59
2067
$3K ﹤0.01%
76
2068
$3K ﹤0.01%
230
2069
$3K ﹤0.01%
171
2070
$3K ﹤0.01%
52
+7
2071
$3K ﹤0.01%
94
2072
$3K ﹤0.01%
+1
2073
$3K ﹤0.01%
22
+7
2074
$3K ﹤0.01%
138
2075
$3K ﹤0.01%
145
81 82
83
84 85