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%
307
+302
1652
$7K ﹤0.01%
301
+144
1653
$7K ﹤0.01%
+339
1654
$7K ﹤0.01%
+40
1655
$7K ﹤0.01%
525
1656
$7K ﹤0.01%
+226
1657
$7K ﹤0.01%
98
+88
1658
$7K ﹤0.01%
315
+8
1659
$7K ﹤0.01%
100
1660
$7K ﹤0.01%
67
+5
1661
$7K ﹤0.01%
193
1662
$7K ﹤0.01%
311
-13
1663
$7K ﹤0.01%
951
+240
1664
$7K ﹤0.01%
+324
1665
$7K ﹤0.01%
233
+26
1666
$7K ﹤0.01%
+87
1667
$7K ﹤0.01%
+49
1668
$7K ﹤0.01%
+109
1669
$7K ﹤0.01%
266
+166
1670
$7K ﹤0.01%
64
+7
1671
$7K ﹤0.01%
50
+26
1672
$7K ﹤0.01%
263
+227
1673
$7K ﹤0.01%
+29
1674
$7K ﹤0.01%
169
-150
1675
$7K ﹤0.01%
57
+23