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
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Sells

1 +$633K
2 +$495K
3 +$466K
4
AZO icon
AutoZone
AZO
+$449K
5
CB
CHUBB CORPORATION
CB
+$423K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.42%
3 Technology 7.11%
4 Industrials 6.01%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$56K 0.01%
646
-69
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$56K 0.01%
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678
$56K 0.01%
837
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$56K 0.01%
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$54K 0.01%
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0
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$50K 0.01%
1,453
+13