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%
90
2352
$1K ﹤0.01%
95
-2,405
2353
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13
+7
2354
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670
+320
2355
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64
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2356
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2357
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8
-3
2358
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79
-285
2359
$1K ﹤0.01%
634
+475
2360
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43
2361
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109
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+50
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126
-278
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+2,000
2367
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16
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2368
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28
2369
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27
-60
2370
$1K ﹤0.01%
142
-1,313
2371
$1K ﹤0.01%
11
-11
2372
$1K ﹤0.01%
5
2373
$1K ﹤0.01%
+31
2374
$1K ﹤0.01%
330
+46
2375
$1K ﹤0.01%
18
93 94
95
96 97