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
1276
$7K ﹤0.01%
+108
1277
$7K ﹤0.01%
+1,013
1278
$7K ﹤0.01%
+607
1279
0
1280
$7K ﹤0.01%
+174
1281
$7K ﹤0.01%
+1,000
1282
$7K ﹤0.01%
+212
1283
$7K ﹤0.01%
+28,300
1284
$7K ﹤0.01%
+425
1285
$7K ﹤0.01%
+199
1286
$7K ﹤0.01%
+1,133
1287
$7K ﹤0.01%
+65
1288
$7K ﹤0.01%
+222
1289
$7K ﹤0.01%
+229
1290
$7K ﹤0.01%
+466
1291
$7K ﹤0.01%
+88
1292
$7K ﹤0.01%
+816
1293
$7K ﹤0.01%
+136
1294
$7K ﹤0.01%
+75
1295
$7K ﹤0.01%
+143
1296
$7K ﹤0.01%
+138
1297
$6K ﹤0.01%
+89
1298
$6K ﹤0.01%
+400
1299
$6K ﹤0.01%
+119
1300
$6K ﹤0.01%
+840