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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 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$2K ﹤0.01%
84
-39
2252
$2K ﹤0.01%
+100
2253
$2K ﹤0.01%
53
-263
2254
$2K ﹤0.01%
14
2255
$2K ﹤0.01%
+27
2256
$2K ﹤0.01%
+78
2257
$2K ﹤0.01%
64
2258
$2K ﹤0.01%
+1,100
2259
$2K ﹤0.01%
205
-118
2260
$2K ﹤0.01%
40
+6
2261
$2K ﹤0.01%
86
2262
$2K ﹤0.01%
65
+26
2263
$2K ﹤0.01%
148
-248
2264
$2K ﹤0.01%
+5
2265
$2K ﹤0.01%
83
2266
$2K ﹤0.01%
103
2267
$2K ﹤0.01%
138
2268
$2K ﹤0.01%
16
2269
$2K ﹤0.01%
35
-6
2270
$2K ﹤0.01%
20
2271
$2K ﹤0.01%
+1,200
2272
$2K ﹤0.01%
72
2273
$2K ﹤0.01%
+1
2274
$2K ﹤0.01%
+61
2275
$2K ﹤0.01%
226
89 90
91
92 93