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
2101
$3K ﹤0.01%
405
-3
2102
$3K ﹤0.01%
45
2103
$3K ﹤0.01%
82
2104
$3K ﹤0.01%
+1,000
2105
$3K ﹤0.01%
60
+27
2106
$3K ﹤0.01%
49
2107
$3K ﹤0.01%
213
+2
2108
$3K ﹤0.01%
1,761
+973
2109
$2K ﹤0.01%
16
2110
$2K ﹤0.01%
35
-6
2111
$2K ﹤0.01%
20
2112
$2K ﹤0.01%
72
2113
$2K ﹤0.01%
+1
2114
$2K ﹤0.01%
+61
2115
$2K ﹤0.01%
226
2116
$2K ﹤0.01%
110
+9
2117
$2K ﹤0.01%
128
2118
$2K ﹤0.01%
82
-383
2119
$2K ﹤0.01%
133
+33
2120
$2K ﹤0.01%
44
2121
$2K ﹤0.01%
126
2122
$2K ﹤0.01%
107
2123
$2K ﹤0.01%
77
+23
2124
$2K ﹤0.01%
200
2125
$2K ﹤0.01%
46
-32
83 84
85
86 87