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
1851
$0 ﹤0.01%
+2
1852
$0 ﹤0.01%
+14
1853
$0 ﹤0.01%
+100
1854
$0 ﹤0.01%
+27
1855
$0 ﹤0.01%
+81
1856
$0 ﹤0.01%
+13
1857
$0 ﹤0.01%
+40
1858
$0 ﹤0.01%
+39
1859
$0 ﹤0.01%
+91