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
$844M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,414
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.11%
2 Technology 7.26%
3 Healthcare 6.73%
4 Industrials 5.19%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$22K ﹤0.01%
213
1227
$22K ﹤0.01%
258
1228
$22K ﹤0.01%
642
+409
1229
$22K ﹤0.01%
104
1230
$22K ﹤0.01%
346
+64
1231
$22K ﹤0.01%
1,528
+11
1232
$22K ﹤0.01%
495
+12
1233
$22K ﹤0.01%
3
1234
$22K ﹤0.01%
455
1235
$22K ﹤0.01%
+156
1236
$22K ﹤0.01%
481
+437
1237
$22K ﹤0.01%
349
-1,200
1238
$22K ﹤0.01%
319
+3
1239
$22K ﹤0.01%
466
1240
$22K ﹤0.01%
2,595
+36
1241
$22K ﹤0.01%
1,727
1242
$22K ﹤0.01%
526
1243
$22K ﹤0.01%
301
+32
1244
$22K ﹤0.01%
307
+11
1245
$22K ﹤0.01%
840
+361
1246
$22K ﹤0.01%
1,443
1247
$21K ﹤0.01%
489
+87
1248
$21K ﹤0.01%
1,000
1249
$21K ﹤0.01%
511
+24
1250
$21K ﹤0.01%
1,142
+58