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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
2451
$1K ﹤0.01%
95
-2,405
2452
$1K ﹤0.01%
13
+7
2453
$1K ﹤0.01%
670
+320
2454
$1K ﹤0.01%
64
-317
2455
$1K ﹤0.01%
79
2456
$1K ﹤0.01%
59
2457
$1K ﹤0.01%
424
+165
2458
$1K ﹤0.01%
+37
2459
$1K ﹤0.01%
100
2460
$1K ﹤0.01%
59
2461
$0 ﹤0.01%
21
2462
$0 ﹤0.01%
12
-155
2463
– –
-300
2464
$0 ﹤0.01%
8
2465
$0 ﹤0.01%
7
2466
$0 ﹤0.01%
28
2467
– –
-225
2468
– –
-750
2469
– –
-2,570
2470
$0 ﹤0.01%
8
-75
2471
– –
-2
2472
– –
-35
2473
$0 ﹤0.01%
13
2474
$0 ﹤0.01%
+5
2475
$0 ﹤0.01%
+6
97 98
99
100 101