WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,414
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.11%
2 Technology 7.26%
3 Healthcare 6.73%
4 Industrials 5.19%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$14K ﹤0.01%
526
+36
1402
$14K ﹤0.01%
171
+21
1403
$14K ﹤0.01%
652
+624
1404
$14K ﹤0.01%
11
1405
$14K ﹤0.01%
500
1406
$14K ﹤0.01%
489
+30
1407
$14K ﹤0.01%
91
+40
1408
$14K ﹤0.01%
891
+11
1409
0
1410
$14K ﹤0.01%
632
+203
1411
$14K ﹤0.01%
543
+74
1412
0
1413
$14K ﹤0.01%
500
+85
1414
$14K ﹤0.01%
460
1415
$14K ﹤0.01%
326
-977
1416
$14K ﹤0.01%
621
1417
$14K ﹤0.01%
590
1418
$14K ﹤0.01%
706
+150
1419
$14K ﹤0.01%
784
1420
$14K ﹤0.01%
295
+70
1421
$13K ﹤0.01%
1,032
+240
1422
$13K ﹤0.01%
193
-173
1423
$13K ﹤0.01%
350
1424
$13K ﹤0.01%
395
+348
1425
$13K ﹤0.01%
340
+256