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
201
$684K 0.05%
10,810
-340
202
$680K 0.05%
12,614
-4,294
203
$679K 0.05%
14,405
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2,219
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206
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12,839
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207
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208
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56,771
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209
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211
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8,018
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212
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7,713
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213
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3,660
214
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7,465
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215
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216
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217
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218
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219
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220
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6,696
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221
$600K 0.05%
7,884
222
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3,304
+22
223
$598K 0.05%
1,178
-56
224
$593K 0.04%
8,040
-1,340
225
$590K 0.04%
3,102
-615
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9
10 11