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 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1K ﹤0.01%
53
+16
2402
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23
2403
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80
2404
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10
+5
2405
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30
-40
2406
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8
+1
2407
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+200
2408
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+37
2409
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+6
2410
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11
2411
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42
2412
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2413
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2414
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-22
2415
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6
2416
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12
-10
2417
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39
+11
2418
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2419
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79
2420
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36
2421
$1K ﹤0.01%
25
2422
$1K ﹤0.01%
70
+28
2423
$1K ﹤0.01%
181
2424
$1K ﹤0.01%
+77
2425
$1K ﹤0.01%
31
95 96
97
98 99