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
1326
$6K ﹤0.01%
+253
1327
$6K ﹤0.01%
+98
1328
$6K ﹤0.01%
+1,542
1329
$6K ﹤0.01%
+679
1330
$6K ﹤0.01%
+53
1331
$6K ﹤0.01%
+500
1332
$6K ﹤0.01%
+368
1333
$6K ﹤0.01%
+292
1334
$6K ﹤0.01%
+353
1335
$5K ﹤0.01%
+146
1336
$5K ﹤0.01%
+191
1337
$5K ﹤0.01%
+122
1338
$5K ﹤0.01%
+300
1339
$5K ﹤0.01%
+72
1340
$5K ﹤0.01%
+107
1341
$5K ﹤0.01%
+199
1342
$5K ﹤0.01%
+500
1343
$5K ﹤0.01%
+360
1344
$5K ﹤0.01%
+122
1345
$5K ﹤0.01%
+286
1346
$5K ﹤0.01%
+90
1347
$5K ﹤0.01%
+389
1348
$5K ﹤0.01%
+153
1349
$5K ﹤0.01%
+205
1350
$5K ﹤0.01%
+250