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
1551
$10K ﹤0.01%
196
1552
0
1553
$10K ﹤0.01%
+987
1554
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165
1555
0
1556
$10K ﹤0.01%
439
+166
1557
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+419
1558
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245
1559
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200
1560
$9K ﹤0.01%
1,797
1561
$9K ﹤0.01%
578
1562
$9K ﹤0.01%
+43
1563
$9K ﹤0.01%
142
+131
1564
$9K ﹤0.01%
328
+174
1565
$9K ﹤0.01%
266
+22
1566
$9K ﹤0.01%
218
+25
1567
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166
1568
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576
1569
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11
1570
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521
1571
$9K ﹤0.01%
+304
1572
$9K ﹤0.01%
265
+85
1573
$9K ﹤0.01%
71
1574
$9K ﹤0.01%
181
+119
1575
$9K ﹤0.01%
1,771
+358