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
2201
$2K ﹤0.01%
71
2202
$2K ﹤0.01%
335
2203
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76
+30
2204
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162
-191
2205
– –
0
2206
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+27
2207
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+150
2208
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30
2209
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50
2210
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62
-23
2211
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103
+17
2212
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76
2213
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14
+9
2214
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180
2215
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21
-21
2216
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189
-35
2217
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2218
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31
+8
2219
$2K ﹤0.01%
36
2220
$2K ﹤0.01%
180
2221
$2K ﹤0.01%
92
2222
$2K ﹤0.01%
64
2223
– –
0
2224
$2K ﹤0.01%
194
+15
2225
$2K ﹤0.01%
26
87 88
89
90 91