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 10.43%
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
2401
$1K ﹤0.01%
31
2402
$1K ﹤0.01%
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2403
$1K ﹤0.01%
+45
2404
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80
2405
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+73
2406
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27
-14
2407
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2408
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40
-30
2409
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26
-54
2410
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2411
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58
2412
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1
-5
2413
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17
+9
2414
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54
2415
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20
2416
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2417
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2418
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2419
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20
2420
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34
2421
$1K ﹤0.01%
17
-6
2422
$1K ﹤0.01%
47
-29
2423
$1K ﹤0.01%
164
2424
$1K ﹤0.01%
35
-1
2425
$1K ﹤0.01%
90
95 96
97
98 99