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
2076
$3K ﹤0.01%
241
2077
$3K ﹤0.01%
204
+80
2078
$3K ﹤0.01%
96
+8
2079
$3K ﹤0.01%
70
-26
2080
$3K ﹤0.01%
112
2081
$3K ﹤0.01%
21
+4
2082
$3K ﹤0.01%
286
-1,077
2083
$3K ﹤0.01%
247
-59
2084
$3K ﹤0.01%
64
+18
2085
$3K ﹤0.01%
405
-3
2086
$3K ﹤0.01%
45
2087
$3K ﹤0.01%
82
2088
$3K ﹤0.01%
60
+27
2089
$3K ﹤0.01%
1,761
+973
2090
$3K ﹤0.01%
154
2091
$3K ﹤0.01%
601
+149
2092
$3K ﹤0.01%
188
2093
$3K ﹤0.01%
103
-51
2094
$3K ﹤0.01%
63
+46
2095
$3K ﹤0.01%
148
2096
$3K ﹤0.01%
59
2097
– –
0
2098
$3K ﹤0.01%
56
+31
2099
$3K ﹤0.01%
46
2100
$3K ﹤0.01%
1,566
+771
82 83
84
85 86