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
1751
$5K ﹤0.01%
155
+42
1752
$5K ﹤0.01%
119
-16
1753
$5K ﹤0.01%
126
+121
1754
$5K ﹤0.01%
356
+13
1755
$5K ﹤0.01%
+64
1756
$5K ﹤0.01%
824
1757
$5K ﹤0.01%
239
-63
1758
0
1759
0
1760
$5K ﹤0.01%
+246
1761
$5K ﹤0.01%
1,052
+93
1762
$5K ﹤0.01%
40
+29
1763
$5K ﹤0.01%
247
+132
1764
$5K ﹤0.01%
351
1765
$5K ﹤0.01%
+52
1766
$5K ﹤0.01%
12
+3
1767
0
1768
$5K ﹤0.01%
+85
1769
$5K ﹤0.01%
222
+123
1770
$5K ﹤0.01%
340
1771
$5K ﹤0.01%
+103
1772
$5K ﹤0.01%
381
1773
$5K ﹤0.01%
100
1774
$5K ﹤0.01%
66
+21
1775
$5K ﹤0.01%
161
+11