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
1451
$3K ﹤0.01%
+136
1452
$3K ﹤0.01%
+75
1453
$3K ﹤0.01%
+94
1454
$3K ﹤0.01%
+341
1455
$3K ﹤0.01%
+83
1456
$3K ﹤0.01%
+102
1457
$3K ﹤0.01%
+45
1458
$3K ﹤0.01%
+76
1459
$3K ﹤0.01%
+79
1460
$3K ﹤0.01%
+159
1461
$3K ﹤0.01%
+60
1462
$3K ﹤0.01%
+937
1463
$3K ﹤0.01%
+26
1464
$3K ﹤0.01%
+250
1465
$3K ﹤0.01%
+124
1466
$3K ﹤0.01%
+116
1467
$3K ﹤0.01%
+100
1468
$3K ﹤0.01%
+142
1469
$3K ﹤0.01%
+75
1470
$3K ﹤0.01%
+618
1471
$3K ﹤0.01%
+9
1472
$3K ﹤0.01%
+433
1473
$3K ﹤0.01%
+262
1474
$3K ﹤0.01%
+126
1475
$3K ﹤0.01%
+38