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
2226
$2K ﹤0.01%
110
+68
2227
$2K ﹤0.01%
89
+33
2228
$2K ﹤0.01%
53
-3,409
2229
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189
2230
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46
2231
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+142
2232
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4
2233
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27
-223
2234
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26
-12
2235
$2K ﹤0.01%
24
+16
2236
$2K ﹤0.01%
53
2237
$2K ﹤0.01%
74
-375
2238
$2K ﹤0.01%
235
-50
2239
$2K ﹤0.01%
110
-12
2240
$2K ﹤0.01%
115
+34
2241
$2K ﹤0.01%
210
+179
2242
$2K ﹤0.01%
+238
2243
$2K ﹤0.01%
39
+29
2244
$2K ﹤0.01%
+34
2245
$2K ﹤0.01%
41
2246
$2K ﹤0.01%
112
+99
2247
$2K ﹤0.01%
67
2248
$2K ﹤0.01%
11
+3
2249
$2K ﹤0.01%
25
2250
$2K ﹤0.01%
58
+7
88 89
90
91 92