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
1701
$6K ﹤0.01%
166
+123
1702
$6K ﹤0.01%
644
1703
$6K ﹤0.01%
160
+4
1704
$6K ﹤0.01%
1,048
+1,008
1705
$6K ﹤0.01%
201
+192
1706
$6K ﹤0.01%
76
-4
1707
$6K ﹤0.01%
+76
1708
$6K ﹤0.01%
300
1709
$6K ﹤0.01%
61
+53
1710
$6K ﹤0.01%
96
-22
1711
$6K ﹤0.01%
+272
1712
$6K ﹤0.01%
830
+26
1713
0
1714
$6K ﹤0.01%
+99
1715
$6K ﹤0.01%
+186
1716
$6K ﹤0.01%
+45
1717
$6K ﹤0.01%
201
+81
1718
$6K ﹤0.01%
300
1719
$6K ﹤0.01%
24
+18
1720
$6K ﹤0.01%
152
+4
1721
$6K ﹤0.01%
+216
1722
$6K ﹤0.01%
+97
1723
$6K ﹤0.01%
+91
1724
$6K ﹤0.01%
+98
1725
$6K ﹤0.01%
+250