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
2301
$1K ﹤0.01%
+37
2302
$1K ﹤0.01%
100
2303
$1K ﹤0.01%
59
2304
$1K ﹤0.01%
+20
2305
$1K ﹤0.01%
8
+7
2306
$1K ﹤0.01%
+5
2307
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71
+57
2308
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63
-17
2309
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+68
2310
$1K ﹤0.01%
+50
2311
$1K ﹤0.01%
36
2312
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51
2313
$1K ﹤0.01%
+1,350
2314
$1K ﹤0.01%
96
2315
$1K ﹤0.01%
+57
2316
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25
2317
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2
+1
2318
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+14
2319
$1K ﹤0.01%
+255
2320
$1K ﹤0.01%
+54
2321
$1K ﹤0.01%
+8
2322
$1K ﹤0.01%
16
2323
$1K ﹤0.01%
99
+20
2324
$1K ﹤0.01%
+20
2325
$1K ﹤0.01%
127
91 92
93
94 95