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
2276
$2K ﹤0.01%
107
2277
– –
0
2278
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0
2279
$1K ﹤0.01%
79
-285
2280
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634
+475
2281
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43
2282
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109
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+50
2284
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54
2285
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126
-278
2286
$1K ﹤0.01%
76
+66
2287
$1K ﹤0.01%
+2,000
2288
$1K ﹤0.01%
16
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2289
$1K ﹤0.01%
28
2290
$1K ﹤0.01%
27
-60
2291
$1K ﹤0.01%
142
-1,313
2292
$1K ﹤0.01%
11
-11
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5
2294
$1K ﹤0.01%
+31
2295
$1K ﹤0.01%
330
+46
2296
$1K ﹤0.01%
18
2297
$1K ﹤0.01%
1,332
+532
2298
$1K ﹤0.01%
6
-1
2299
$1K ﹤0.01%
+365
2300
$1K ﹤0.01%
+255
90 91
92
93 94