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
0
1702
$6K ﹤0.01%
+99
1703
$6K ﹤0.01%
+186
1704
$6K ﹤0.01%
+45
1705
$6K ﹤0.01%
119
+79
1706
$6K ﹤0.01%
+97
1707
$6K ﹤0.01%
+91
1708
$6K ﹤0.01%
+98
1709
$6K ﹤0.01%
+250
1710
$6K ﹤0.01%
+123
1711
$6K ﹤0.01%
88
-992
1712
$6K ﹤0.01%
195
+65
1713
$6K ﹤0.01%
+200
1714
$6K ﹤0.01%
278
+38
1715
$6K ﹤0.01%
1,000
1716
$6K ﹤0.01%
98
+12
1717
$6K ﹤0.01%
122
1718
$6K ﹤0.01%
+90
1719
$6K ﹤0.01%
498
+135
1720
$6K ﹤0.01%
666
1721
$6K ﹤0.01%
77
1722
$6K ﹤0.01%
+36
1723
$6K ﹤0.01%
+80
1724
$6K ﹤0.01%
+119
1725
$6K ﹤0.01%
50
+45