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
1676
$7K ﹤0.01%
99
+47
1677
0
1678
$7K ﹤0.01%
+707
1679
$7K ﹤0.01%
315
+93
1680
$7K ﹤0.01%
3,900
-1,600
1681
$7K ﹤0.01%
+106
1682
$7K ﹤0.01%
+1,000
1683
$7K ﹤0.01%
98
1684
$7K ﹤0.01%
+290
1685
$7K ﹤0.01%
721
+293
1686
$7K ﹤0.01%
+127
1687
$7K ﹤0.01%
116
1688
$7K ﹤0.01%
1,616
+36
1689
$7K ﹤0.01%
51
1690
$7K ﹤0.01%
887
+94
1691
$7K ﹤0.01%
98
+90
1692
$7K ﹤0.01%
364
1693
$6K ﹤0.01%
122
1694
$6K ﹤0.01%
498
+135
1695
$6K ﹤0.01%
666
1696
$6K ﹤0.01%
77
1697
$6K ﹤0.01%
+36
1698
$6K ﹤0.01%
+80
1699
$6K ﹤0.01%
+119
1700
$6K ﹤0.01%
50
+45