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
2426
$1K ﹤0.01%
95
-2,405
2427
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13
+7
2428
$1K ﹤0.01%
670
+320
2429
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64
-317
2430
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79
2431
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59
2432
– –
0
2433
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424
+165
2434
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+37
2435
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100
2436
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59
2437
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+20
2438
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63
-17
2439
$1K ﹤0.01%
+68
2440
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+50
2441
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36
2442
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2443
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2444
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+1,350
2445
$1K ﹤0.01%
96
2446
$1K ﹤0.01%
+57
2447
$1K ﹤0.01%
25
2448
$1K ﹤0.01%
2
+1
2449
$1K ﹤0.01%
+14
2450
$1K ﹤0.01%
17
+4
96 97
98
99 100