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
1451
$13K ﹤0.01%
538
+285
1452
$13K ﹤0.01%
1,271
+731
1453
$12K ﹤0.01%
83
+71
1454
$12K ﹤0.01%
170
-31
1455
$12K ﹤0.01%
758
1456
$12K ﹤0.01%
1,013
1457
$12K ﹤0.01%
+270
1458
$12K ﹤0.01%
881
1459
$12K ﹤0.01%
+1,854
1460
$12K ﹤0.01%
109
+13
1461
$12K ﹤0.01%
1,038
+316
1462
$12K ﹤0.01%
138
1463
$12K ﹤0.01%
207
1464
$12K ﹤0.01%
+525
1465
$12K ﹤0.01%
500
1466
$12K ﹤0.01%
305
1467
$12K ﹤0.01%
+250
1468
$12K ﹤0.01%
490
1469
0
1470
$12K ﹤0.01%
325
1471
0
1472
$12K ﹤0.01%
2,272
+84
1473
$12K ﹤0.01%
317
+55
1474
$12K ﹤0.01%
437
+4
1475
$12K ﹤0.01%
1,113
-162