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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$1K ﹤0.01%
16
2302
$1K ﹤0.01%
99
+20
2303
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+20
2304
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127
2305
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50
-3
2306
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65
-124
2307
– –
0
2308
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2309
$1K ﹤0.01%
40
2310
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17
+3
2311
$1K ﹤0.01%
8
-3
2312
$1K ﹤0.01%
79
-285
2313
$1K ﹤0.01%
634
+475
2314
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43
2315
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109
-70
2316
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+50
2317
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54
2318
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126
-278
2319
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76
+66
2320
$1K ﹤0.01%
+2,000
2321
$1K ﹤0.01%
16
-581
2322
$1K ﹤0.01%
28
2323
$1K ﹤0.01%
27
-60
2324
$1K ﹤0.01%
142
-1,313
2325
$1K ﹤0.01%
11
-11
91 92
93
94 95