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
2226
$2K ﹤0.01%
37
+3
2227
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121
-55
2228
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61
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2229
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2230
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283
+51
2231
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510
2232
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+95
2233
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335
2234
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76
+30
2235
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65
+44
2236
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2237
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2238
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117
+103
2239
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233
+104
2240
$2K ﹤0.01%
78
2241
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2242
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45
-51
2243
– –
0
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3
2245
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81
+68
2246
$2K ﹤0.01%
53
+16
2247
$2K ﹤0.01%
178
2248
$2K ﹤0.01%
89
2249
$2K ﹤0.01%
66
2250
$2K ﹤0.01%
+41
88 89
90
91 92