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 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$3K ﹤0.01%
58
2077
$3K ﹤0.01%
+57
2078
$3K ﹤0.01%
144
+15
2079
$3K ﹤0.01%
8
+2
2080
$3K ﹤0.01%
142
2081
$3K ﹤0.01%
66
+59
2082
$3K ﹤0.01%
76
2083
$3K ﹤0.01%
230
2084
$3K ﹤0.01%
56
+10
2085
$3K ﹤0.01%
197
+37
2086
$3K ﹤0.01%
98
2087
$3K ﹤0.01%
87
+28
2088
$3K ﹤0.01%
416
+371
2089
$3K ﹤0.01%
37
2090
$3K ﹤0.01%
73
-6
2091
$3K ﹤0.01%
91
2092
$3K ﹤0.01%
28
-1
2093
$3K ﹤0.01%
105
+72
2094
$3K ﹤0.01%
53
2095
$3K ﹤0.01%
81
2096
$3K ﹤0.01%
68
+38
2097
$3K ﹤0.01%
98
+25
2098
$3K ﹤0.01%
115
+48
2099
$3K ﹤0.01%
121
+102
2100
$3K ﹤0.01%
76
82 83
84
85 86