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
$567M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Sells

1 +$633K
2 +$495K
3 +$466K
4
AZO icon
AutoZone
AZO
+$449K
5
CB
CHUBB CORPORATION
CB
+$423K

Sector Composition

1 Healthcare 7.46%
2 Financials 7.42%
3 Technology 7.11%
4 Industrials 6.01%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$0 ﹤0.01%
5
1977
-84
1978
-390
1979
$0 ﹤0.01%
+4
1980
-185
1981
-340
1982
$0 ﹤0.01%
7
1983
-4,350
1984
-2,245
1985
-7,000
1986
$0 ﹤0.01%
+15
1987
-119
1988
$0 ﹤0.01%
8
1989
-16
1990
-41
1991
-154
1992
-1,550
1993
$0 ﹤0.01%
1
1994
-103
1995
-3,209
1996
-103
1997
$0 ﹤0.01%
12
1998
-49
1999
0
2000
$0 ﹤0.01%
15