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
1651
$7K ﹤0.01%
51
1652
$7K ﹤0.01%
887
+94
1653
$7K ﹤0.01%
+324
1654
$7K ﹤0.01%
98
+90
1655
$7K ﹤0.01%
364
1656
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189
+2
1657
$7K ﹤0.01%
160
+17
1658
$7K ﹤0.01%
240
1659
$7K ﹤0.01%
+374
1660
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+259
1661
0
1662
$7K ﹤0.01%
307
+302
1663
$7K ﹤0.01%
301
+144
1664
$7K ﹤0.01%
+339
1665
$7K ﹤0.01%
+40
1666
$7K ﹤0.01%
525
1667
$7K ﹤0.01%
+226
1668
$7K ﹤0.01%
98
+88
1669
$7K ﹤0.01%
315
+8
1670
$7K ﹤0.01%
100
1671
$7K ﹤0.01%
67
+5
1672
$7K ﹤0.01%
951
+240
1673
$7K ﹤0.01%
233
+26
1674
$7K ﹤0.01%
+87
1675
$7K ﹤0.01%
+49