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
1401
$4K ﹤0.01%
+38
1402
$4K ﹤0.01%
+141
1403
$4K ﹤0.01%
+300
1404
$4K ﹤0.01%
+48
1405
$4K ﹤0.01%
+931
1406
$4K ﹤0.01%
+84
1407
$4K ﹤0.01%
+117
1408
$4K ﹤0.01%
+381
1409
$4K ﹤0.01%
+35
1410
$4K ﹤0.01%
+109
1411
$4K ﹤0.01%
+132
1412
$4K ﹤0.01%
+170
1413
$4K ﹤0.01%
+98
1414
$4K ﹤0.01%
+6
1415
$4K ﹤0.01%
+33
1416
$4K ﹤0.01%
+79
1417
$4K ﹤0.01%
+169
1418
$4K ﹤0.01%
+336
1419
$4K ﹤0.01%
+3,000
1420
$4K ﹤0.01%
+552
1421
$4K ﹤0.01%
+975
1422
$4K ﹤0.01%
+152
1423
$4K ﹤0.01%
+87
1424
$4K ﹤0.01%
+135
1425
$4K ﹤0.01%
+261