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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
2351
$1K ﹤0.01%
2
2352
$1K ﹤0.01%
118
2353
$1K ﹤0.01%
+39
2354
– –
0
2355
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30
2356
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92
2357
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98
2358
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55
2359
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3
-10
2360
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14
2361
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201
2362
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30
-85
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$1K ﹤0.01%
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$1K ﹤0.01%
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2365
$1K ﹤0.01%
44
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2366
$1K ﹤0.01%
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-84
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62
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$1K ﹤0.01%
43
2369
$1K ﹤0.01%
+365
2370
$1K ﹤0.01%
49
+13
2371
$1K ﹤0.01%
12
2372
$1K ﹤0.01%
179
-36
2373
$1K ﹤0.01%
14
+5
2374
$1K ﹤0.01%
20
+8
2375
$1K ﹤0.01%
26
+2
93 94
95
96 97