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 6.05%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$0 ﹤0.01%
+23
1802
$0 ﹤0.01%
+3
1803
$0 ﹤0.01%
+24
1804
0
1805
$0 ﹤0.01%
+6
1806
$0 ﹤0.01%
+13
1807
$0 ﹤0.01%
+4
1808
$0 ﹤0.01%
+8
1809
0
1810
$0 ﹤0.01%
+37
1811
$0 ﹤0.01%
+16
1812
$0 ﹤0.01%
+12
1813
$0 ﹤0.01%
+8
1814
$0 ﹤0.01%
+23
1815
0
1816
$0 ﹤0.01%
+3
1817
$0 ﹤0.01%
+9
1818
$0 ﹤0.01%
+5
1819
$0 ﹤0.01%
+4
1820
$0 ﹤0.01%
+6
1821
$0 ﹤0.01%
+190
1822
$0 ﹤0.01%
+10
1823
$0 ﹤0.01%
+7
1824
$0 ﹤0.01%
+27
1825
$0 ﹤0.01%
+5