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
2201
$2K ﹤0.01%
138
2202
$2K ﹤0.01%
16
2203
$2K ﹤0.01%
35
-6
2204
$2K ﹤0.01%
20
2205
$2K ﹤0.01%
+1,200
2206
$2K ﹤0.01%
72
2207
$2K ﹤0.01%
+1
2208
$2K ﹤0.01%
+61
2209
$2K ﹤0.01%
226
2210
$2K ﹤0.01%
110
+9
2211
$2K ﹤0.01%
128
2212
$2K ﹤0.01%
82
-383
2213
$2K ﹤0.01%
133
+33
2214
$2K ﹤0.01%
44
2215
$2K ﹤0.01%
126
2216
$2K ﹤0.01%
200
2217
$2K ﹤0.01%
46
-32
2218
$2K ﹤0.01%
228
-36
2219
$2K ﹤0.01%
493
2220
$2K ﹤0.01%
124
2221
$2K ﹤0.01%
+100
2222
$2K ﹤0.01%
78
+66
2223
$2K ﹤0.01%
1,702
2224
$2K ﹤0.01%
100
-15
2225
$2K ﹤0.01%
+143
87 88
89
90 91