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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%
87
+68
2077
$3K ﹤0.01%
23
-400
2078
$3K ﹤0.01%
461
+294
2079
$3K ﹤0.01%
39
+36
2080
$3K ﹤0.01%
102
2081
$3K ﹤0.01%
241
2082
$3K ﹤0.01%
204
+80
2083
$3K ﹤0.01%
96
+8
2084
$3K ﹤0.01%
70
-26
2085
$3K ﹤0.01%
112
2086
$3K ﹤0.01%
21
+4
2087
$3K ﹤0.01%
286
-1,077
2088
$3K ﹤0.01%
+675
2089
$3K ﹤0.01%
247
-59
2090
$3K ﹤0.01%
64
+18
2091
$3K ﹤0.01%
405
-3
2092
$3K ﹤0.01%
45
2093
$3K ﹤0.01%
82
2094
$3K ﹤0.01%
116
2095
$3K ﹤0.01%
142
-40
2096
$3K ﹤0.01%
+1,000
2097
$3K ﹤0.01%
60
+27
2098
$3K ﹤0.01%
49
2099
$3K ﹤0.01%
213
+2
2100
$3K ﹤0.01%
1,761
+973
82 83
84
85 86