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
2326
$1K ﹤0.01%
5
2327
$1K ﹤0.01%
+31
2328
$1K ﹤0.01%
330
+46
2329
$1K ﹤0.01%
18
2330
$1K ﹤0.01%
1,332
+532
2331
$1K ﹤0.01%
6
-1
2332
$1K ﹤0.01%
25
2333
$1K ﹤0.01%
3
-10
2334
$1K ﹤0.01%
14
2335
$1K ﹤0.01%
201
2336
$1K ﹤0.01%
30
-85
2337
$1K ﹤0.01%
14
-13
2338
$1K ﹤0.01%
58
2339
$1K ﹤0.01%
44
-53
2340
$1K ﹤0.01%
12
2341
$1K ﹤0.01%
+10
2342
$1K ﹤0.01%
4
2343
$1K ﹤0.01%
151
2344
$1K ﹤0.01%
80
2345
$1K ﹤0.01%
+16
2346
$1K ﹤0.01%
19
-2
2347
$1K ﹤0.01%
10
+5
2348
$1K ﹤0.01%
30
-40
2349
$1K ﹤0.01%
8
+1
2350
$1K ﹤0.01%
+200
92 93
94
95 96