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
$537M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,859
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.26%
2 Technology 7.22%
3 Financials 7.05%
4 Industrials 6.05%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$8K ﹤0.01%
+298
1252
$8K ﹤0.01%
+500
1253
$8K ﹤0.01%
+579
1254
$8K ﹤0.01%
+226
1255
$8K ﹤0.01%
+720
1256
$8K ﹤0.01%
+444
1257
$8K ﹤0.01%
+1,517
1258
$8K ﹤0.01%
+156
1259
$8K ﹤0.01%
+164
1260
$8K ﹤0.01%
+197
1261
$8K ﹤0.01%
+105
1262
$8K ﹤0.01%
+152
1263
$8K ﹤0.01%
+336
1264
$8K ﹤0.01%
+130
1265
$8K ﹤0.01%
+470
1266
$7K ﹤0.01%
+68
1267
$7K ﹤0.01%
+315
1268
$7K ﹤0.01%
+285
1269
$7K ﹤0.01%
+320
1270
$7K ﹤0.01%
+1,632
1271
$7K ﹤0.01%
+800
1272
0
1273
$7K ﹤0.01%
+200
1274
$7K ﹤0.01%
+109
1275
$7K ﹤0.01%
+1,789