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
2126
$2K ﹤0.01%
228
-36
2127
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493
2128
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124
2129
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+100
2130
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78
+66
2131
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37
+3
2132
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121
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61
-1
2134
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221
-22
2135
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283
+51
2136
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1,190
2137
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66
2138
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194
-9
2139
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+170
2140
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51
2141
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54
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2142
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+330
2143
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107
2144
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+375
2145
$2K ﹤0.01%
600
2146
$2K ﹤0.01%
33
-41
2147
$2K ﹤0.01%
+1,200
2148
$2K ﹤0.01%
84
2149
$2K ﹤0.01%
48
+12
2150
$2K ﹤0.01%
69
84 85
86
87 88