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 10.43%
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%
107
2127
$2K ﹤0.01%
+375
2128
$2K ﹤0.01%
600
2129
$2K ﹤0.01%
327
-411
2130
$2K ﹤0.01%
67
2131
$2K ﹤0.01%
739
+264
2132
$2K ﹤0.01%
+27
2133
$2K ﹤0.01%
131
2134
$2K ﹤0.01%
110
+68
2135
$2K ﹤0.01%
89
+33
2136
$2K ﹤0.01%
53
-3,409
2137
$2K ﹤0.01%
+1,100
2138
$2K ﹤0.01%
205
-118
2139
$2K ﹤0.01%
1,702
2140
$2K ﹤0.01%
100
-15
2141
$2K ﹤0.01%
+143
2142
$2K ﹤0.01%
37
+3
2143
$2K ﹤0.01%
121
-55
2144
$2K ﹤0.01%
510
2145
$2K ﹤0.01%
335
2146
$2K ﹤0.01%
76
+30
2147
$2K ﹤0.01%
+330
2148
$2K ﹤0.01%
65
+44
2149
$2K ﹤0.01%
32
+3
2150
$2K ﹤0.01%
18
84 85
86
87 88