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
1626
$8K ﹤0.01%
348
+154
1627
$8K ﹤0.01%
488
+3
1628
$8K ﹤0.01%
+408
1629
$8K ﹤0.01%
232
1630
$8K ﹤0.01%
118
+47
1631
$8K ﹤0.01%
+100
1632
$8K ﹤0.01%
510
+281
1633
$8K ﹤0.01%
+200
1634
$8K ﹤0.01%
174
-224
1635
$8K ﹤0.01%
220
+20
1636
$8K ﹤0.01%
86
+70
1637
$8K ﹤0.01%
267
+33
1638
$8K ﹤0.01%
1,125
+1,055
1639
$8K ﹤0.01%
244
+8
1640
$8K ﹤0.01%
+3,000
1641
$8K ﹤0.01%
2,238
+259
1642
$8K ﹤0.01%
381
+16
1643
$8K ﹤0.01%
369
+25
1644
$8K ﹤0.01%
+1,105
1645
$7K ﹤0.01%
189
+2
1646
$7K ﹤0.01%
160
+17
1647
$7K ﹤0.01%
240
1648
$7K ﹤0.01%
+374
1649
$7K ﹤0.01%
+259
1650
0