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
1426
$13K ﹤0.01%
200
1427
$13K ﹤0.01%
706
1428
$13K ﹤0.01%
260
+30
1429
$13K ﹤0.01%
+265
1430
$13K ﹤0.01%
710
+701
1431
$13K ﹤0.01%
260
+14
1432
$13K ﹤0.01%
221
1433
$13K ﹤0.01%
1,095
1434
$13K ﹤0.01%
264
+64
1435
$13K ﹤0.01%
+470
1436
$13K ﹤0.01%
200
1437
$13K ﹤0.01%
542
-13
1438
$13K ﹤0.01%
360
1439
$13K ﹤0.01%
246
+119
1440
$13K ﹤0.01%
1,587
+47
1441
$13K ﹤0.01%
28,300
1442
$13K ﹤0.01%
333
+134
1443
$13K ﹤0.01%
+934
1444
$13K ﹤0.01%
+528
1445
$13K ﹤0.01%
228
+105
1446
$13K ﹤0.01%
265
+195
1447
$13K ﹤0.01%
3,412
+442
1448
$13K ﹤0.01%
1,132
+90
1449
$13K ﹤0.01%
140
1450
$13K ﹤0.01%
567
-1,129