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
2251
$2K ﹤0.01%
78
+9
2252
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179
-17
2253
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454
+41
2254
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46
-44
2255
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120
2256
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72
2257
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30
2258
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2259
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36
-15
2260
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+26
2261
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48
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2262
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2263
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5
2264
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96
-94
2265
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-1
2266
– –
0
2267
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2268
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2269
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3
2270
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2271
$2K ﹤0.01%
162
-191
2272
– –
0
2273
$2K ﹤0.01%
84
2274
$2K ﹤0.01%
48
+12
2275
$2K ﹤0.01%
69
89 90
91
92 93