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
1726
$6K ﹤0.01%
166
+123
1727
$6K ﹤0.01%
644
1728
$6K ﹤0.01%
160
+4
1729
$6K ﹤0.01%
1,048
+1,008
1730
$6K ﹤0.01%
201
+192
1731
$6K ﹤0.01%
76
-4
1732
$6K ﹤0.01%
+76
1733
$6K ﹤0.01%
201
+81
1734
$6K ﹤0.01%
300
1735
$6K ﹤0.01%
24
+18
1736
$6K ﹤0.01%
152
+4
1737
$6K ﹤0.01%
+216
1738
$6K ﹤0.01%
73
-62
1739
$6K ﹤0.01%
428
1740
$6K ﹤0.01%
170
+79
1741
$6K ﹤0.01%
316
+283
1742
$6K ﹤0.01%
189
+10
1743
$6K ﹤0.01%
62
+46
1744
$6K ﹤0.01%
531
+314
1745
$6K ﹤0.01%
354
1746
$5K ﹤0.01%
340
1747
$5K ﹤0.01%
+103
1748
$5K ﹤0.01%
381
1749
$5K ﹤0.01%
100
1750
$5K ﹤0.01%
66
+21