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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
2401
$1K ﹤0.01%
10
+5
2402
$1K ﹤0.01%
30
-40
2403
$1K ﹤0.01%
8
+1
2404
$1K ﹤0.01%
+200
2405
$1K ﹤0.01%
+37
2406
$1K ﹤0.01%
+6
2407
$1K ﹤0.01%
11
2408
$1K ﹤0.01%
42
2409
$1K ﹤0.01%
147
2410
$1K ﹤0.01%
32
2411
$1K ﹤0.01%
6
2412
$1K ﹤0.01%
12
-10
2413
$1K ﹤0.01%
21
-22
2414
$1K ﹤0.01%
39
+11
2415
$1K ﹤0.01%
51
2416
$1K ﹤0.01%
79
2417
$1K ﹤0.01%
36
2418
$1K ﹤0.01%
25
2419
$1K ﹤0.01%
70
+28
2420
$1K ﹤0.01%
181
2421
$1K ﹤0.01%
+77
2422
$1K ﹤0.01%
31
2423
$1K ﹤0.01%
73
2424
$1K ﹤0.01%
+45
2425
$1K ﹤0.01%
80
95 96
97
98 99