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%
92
2252
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64
2253
– –
0
2254
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194
+15
2255
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26
2256
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110
+68
2257
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89
+33
2258
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53
-3,409
2259
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189
2260
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46
2261
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+142
2262
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4
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26
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24
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2266
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2267
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-375
2268
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235
-50
2269
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110
-12
2270
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172
+50
2271
$2K ﹤0.01%
210
+179
2272
$2K ﹤0.01%
+238
2273
$2K ﹤0.01%
39
+29
2274
$2K ﹤0.01%
+34
2275
$2K ﹤0.01%
41
89 90
91
92 93