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
1301
$6K ﹤0.01%
+329
1302
$6K ﹤0.01%
+8
1303
$6K ﹤0.01%
+152
1304
$6K ﹤0.01%
+89
1305
$6K ﹤0.01%
+180
1306
$6K ﹤0.01%
+425
1307
$6K ﹤0.01%
+300
1308
$6K ﹤0.01%
+218
1309
$6K ﹤0.01%
+261
1310
$6K ﹤0.01%
+560
1311
$6K ﹤0.01%
+9
1312
$6K ﹤0.01%
+500
1313
$6K ﹤0.01%
+310
1314
$6K ﹤0.01%
+240
1315
$6K ﹤0.01%
+485
1316
$6K ﹤0.01%
+7,000
1317
$6K ﹤0.01%
+265
1318
0
1319
$6K ﹤0.01%
+321
1320
$6K ﹤0.01%
+166
1321
0
1322
$6K ﹤0.01%
+50
1323
$6K ﹤0.01%
+110
1324
$6K ﹤0.01%
+132
1325
$6K ﹤0.01%
+213