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
1476
$12K ﹤0.01%
603
1477
$12K ﹤0.01%
433
1478
$12K ﹤0.01%
395
1479
$12K ﹤0.01%
504
+4
1480
$12K ﹤0.01%
704
+228
1481
$12K ﹤0.01%
266
+122
1482
$12K ﹤0.01%
+350
1483
$11K ﹤0.01%
174
+14
1484
$11K ﹤0.01%
+459
1485
$11K ﹤0.01%
8
1486
$11K ﹤0.01%
259
+6
1487
$11K ﹤0.01%
308
1488
$11K ﹤0.01%
395
1489
$11K ﹤0.01%
616
+580
1490
$11K ﹤0.01%
420
+109
1491
$11K ﹤0.01%
280
+109
1492
$11K ﹤0.01%
610
+520
1493
$11K ﹤0.01%
267
1494
$11K ﹤0.01%
+200
1495
$11K ﹤0.01%
865
-67
1496
$11K ﹤0.01%
325
-1,861
1497
$11K ﹤0.01%
1,171
+53
1498
$11K ﹤0.01%
94
+75
1499
$11K ﹤0.01%
520
+280
1500
$11K ﹤0.01%
303