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
1601
$1K ﹤0.01%
+41
1602
$1K ﹤0.01%
+1
1603
$1K ﹤0.01%
+46
1604
$1K ﹤0.01%
+33
1605
$1K ﹤0.01%
+103
1606
$1K ﹤0.01%
+103
1607
$1K ﹤0.01%
+49
1608
0
1609
$1K ﹤0.01%
+166
1610
$1K ﹤0.01%
+11
1611
$1K ﹤0.01%
+30
1612
$1K ﹤0.01%
+25
1613
$1K ﹤0.01%
+9
1614
$1K ﹤0.01%
+41
1615
$1K ﹤0.01%
+27
1616
$1K ﹤0.01%
+16
1617
$1K ﹤0.01%
+13
1618
$1K ﹤0.01%
+77
1619
$1K ﹤0.01%
+27
1620
$1K ﹤0.01%
+16
1621
$1K ﹤0.01%
+16
1622
$1K ﹤0.01%
+14
1623
$1K ﹤0.01%
+12
1624
0
1625
$1K ﹤0.01%
+29