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
2201
$2K ﹤0.01%
62
-23
2202
$2K ﹤0.01%
103
+17
2203
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76
2204
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14
+9
2205
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180
2206
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21
-21
2207
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189
-35
2208
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79
2209
$2K ﹤0.01%
31
+8
2210
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36
2211
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180
2212
$2K ﹤0.01%
92
2213
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64
2214
– –
0
2215
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194
+15
2216
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26
2217
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65
-10
2218
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189
2219
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46
2220
$2K ﹤0.01%
+142
2221
$2K ﹤0.01%
4
2222
$2K ﹤0.01%
27
-223
2223
$2K ﹤0.01%
26
-12
2224
$2K ﹤0.01%
24
+16
2225
$2K ﹤0.01%
53
87 88
89
90 91