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
1826
$0 ﹤0.01%
+31
1827
$0 ﹤0.01%
+109
1828
$0 ﹤0.01%
+36
1829
$0 ﹤0.01%
+80
1830
0
1831
$0 ﹤0.01%
+59
1832
$0 ﹤0.01%
+29
1833
$0 ﹤0.01%
+27
1834
$0 ﹤0.01%
+31
1835
$0 ﹤0.01%
+16
1836
$0 ﹤0.01%
+14
1837
$0 ﹤0.01%
+50
1838
$0 ﹤0.01%
+12
1839
$0 ﹤0.01%
+10
1840
$0 ﹤0.01%
+3
1841
0
1842
$0 ﹤0.01%
+33
1843
$0 ﹤0.01%
+77
1844
$0 ﹤0.01%
+15
1845
0
1846
$0 ﹤0.01%
+24
1847
$0 ﹤0.01%
+3
1848
$0 ﹤0.01%
+23
1849
$0 ﹤0.01%
+16
1850
$0 ﹤0.01%
+44