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
2126
$2K ﹤0.01%
+34
2127
$2K ﹤0.01%
41
2128
$2K ﹤0.01%
112
+99
2129
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67
2130
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11
+3
2131
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25
2132
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64
2133
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739
+264
2134
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+5
2135
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107
2136
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77
+23
2137
$2K ﹤0.01%
1,190
2138
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66
2139
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194
-9
2140
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+170
2141
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51
2142
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54
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2143
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+330
2144
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107
2145
$2K ﹤0.01%
+375
2146
$2K ﹤0.01%
600
2147
$2K ﹤0.01%
327
-411
2148
$2K ﹤0.01%
58
+7
2149
$2K ﹤0.01%
48
2150
$2K ﹤0.01%
198
+50
84 85
86
87 88