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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 6.06%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1K ﹤0.01%
+31
1702
$1K ﹤0.01%
+50
1703
$1K ﹤0.01%
+50
1704
$1K ﹤0.01%
+36
1705
0
1706
$1K ﹤0.01%
+61
1707
$1K ﹤0.01%
+1,080
1708
$1K ﹤0.01%
+6
1709
$1K ﹤0.01%
+13
1710
$1K ﹤0.01%
+44
1711
$1K ﹤0.01%
+183
1712
$1K ﹤0.01%
+30
1713
$1K ﹤0.01%
+51
1714
$0 ﹤0.01%
+6
1715
$0 ﹤0.01%
+6
1716
$0 ﹤0.01%
+13
1717
$0 ﹤0.01%
+26
1718
$0 ﹤0.01%
+4
1719
$0 ﹤0.01%
+5
1720
$0 ﹤0.01%
+17
1721
$0 ﹤0.01%
+15
1722
$0 ﹤0.01%
+1
1723
$0 ﹤0.01%
+40
1724
$0 ﹤0.01%
+56
1725
$0 ﹤0.01%
+49