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
2226
$2K ﹤0.01%
74
-375
2227
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235
-50
2228
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110
-12
2229
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115
+34
2230
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210
+179
2231
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+238
2232
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39
+29
2233
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+34
2234
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41
2235
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112
+99
2236
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11
+3
2237
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25
2238
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58
+7
2239
$2K ﹤0.01%
48
2240
$2K ﹤0.01%
198
+50
2241
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318
2242
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190
2243
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46
-21
2244
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60
2245
$2K ﹤0.01%
75
-9
2246
$2K ﹤0.01%
84
-39
2247
$2K ﹤0.01%
+100
2248
$2K ﹤0.01%
53
-263
2249
$2K ﹤0.01%
14
2250
$2K ﹤0.01%
+27
88 89
90
91 92