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 10.44%
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%
13
+7
2302
$1K ﹤0.01%
670
+320
2303
$1K ﹤0.01%
64
-317
2304
$1K ﹤0.01%
79
2305
$1K ﹤0.01%
59
2306
– –
0
2307
$1K ﹤0.01%
424
+165
2308
$1K ﹤0.01%
+37
2309
$1K ﹤0.01%
100
2310
$1K ﹤0.01%
59
2311
$1K ﹤0.01%
+20
2312
$1K ﹤0.01%
+54
2313
$1K ﹤0.01%
+8
2314
$1K ﹤0.01%
485
2315
$1K ﹤0.01%
65
-124
2316
– –
0
2317
– –
0
2318
$1K ﹤0.01%
126
-278
2319
$1K ﹤0.01%
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