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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$3K ﹤0.01%
200
2052
$3K ﹤0.01%
44
+16
2053
$3K ﹤0.01%
74
2054
$3K ﹤0.01%
110
-357
2055
$3K ﹤0.01%
116
2056
$3K ﹤0.01%
112
2057
$3K ﹤0.01%
164
-19
2058
$3K ﹤0.01%
36
-12
2059
$3K ﹤0.01%
56
+10
2060
$3K ﹤0.01%
370
2061
$3K ﹤0.01%
197
+37
2062
$3K ﹤0.01%
98
2063
$3K ﹤0.01%
87
+28
2064
$3K ﹤0.01%
76
2065
$3K ﹤0.01%
58
-6
2066
$3K ﹤0.01%
100
2067
$3K ﹤0.01%
67
-21
2068
$3K ﹤0.01%
76
2069
$3K ﹤0.01%
1,200
2070
$3K ﹤0.01%
336
2071
$3K ﹤0.01%
232
2072
$3K ﹤0.01%
24
-10
2073
$3K ﹤0.01%
235
+92
2074
$3K ﹤0.01%
8
2075
$3K ﹤0.01%
67
+45
81 82
83
84 85