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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
2276
$2K ﹤0.01%
110
+9
2277
$1K ﹤0.01%
+20
2278
$1K ﹤0.01%
8
+7
2279
$1K ﹤0.01%
+5
2280
$1K ﹤0.01%
71
+57
2281
$1K ﹤0.01%
63
-17
2282
$1K ﹤0.01%
+68
2283
$1K ﹤0.01%
+50
2284
$1K ﹤0.01%
15
2285
$1K ﹤0.01%
51
2286
$1K ﹤0.01%
+1,350
2287
$1K ﹤0.01%
96
2288
$1K ﹤0.01%
+57
2289
$1K ﹤0.01%
25
2290
$1K ﹤0.01%
2
+1
2291
$1K ﹤0.01%
+14
2292
$1K ﹤0.01%
17
+4
2293
$1K ﹤0.01%
+255
2294
$1K ﹤0.01%
+54
2295
$1K ﹤0.01%
+8
2296
$1K ﹤0.01%
16
2297
$1K ﹤0.01%
99
+20
2298
$1K ﹤0.01%
+20
2299
$1K ﹤0.01%
127
2300
$1K ﹤0.01%
50
-3
90 91
92
93 94