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
2101
$3K ﹤0.01%
88
2102
$3K ﹤0.01%
87
+68
2103
$3K ﹤0.01%
23
-400
2104
$3K ﹤0.01%
461
+294
2105
$3K ﹤0.01%
39
+36
2106
$3K ﹤0.01%
247
-59
2107
$3K ﹤0.01%
64
+18
2108
$3K ﹤0.01%
405
-3
2109
$2K ﹤0.01%
92
2110
$2K ﹤0.01%
64
2111
– –
0
2112
$2K ﹤0.01%
194
+15
2113
$2K ﹤0.01%
26
2114
$2K ﹤0.01%
65
-10
2115
$2K ﹤0.01%
27
-223
2116
$2K ﹤0.01%
26
-12
2117
$2K ﹤0.01%
24
+16
2118
$2K ﹤0.01%
53
2119
$2K ﹤0.01%
74
-375
2120
$2K ﹤0.01%
235
-50
2121
$2K ﹤0.01%
110
-12
2122
$2K ﹤0.01%
115
+34
2123
$2K ﹤0.01%
210
+179
2124
$2K ﹤0.01%
+238
2125
$2K ﹤0.01%
39
+29
83 84
85
86 87