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

Top Buys

1
+$17.5M
2
+$4.39M
3
+$3.69M
4
WFBI
WashingtonFirst Bankshares Inc
WFBI
+$2.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.42M

Top Sells

1
+$1.09M
2
+$1.05M
3
+$930K
4
ADP icon
Automatic Data Processing
ADP
+$357K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$339K

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
326
$328K 0.04%
15,063
+9,929
327
$327K 0.04%
2,016
+52
328
$326K 0.04%
11,548
+4,696
329
$325K 0.04%
6,253
+4,153
330
$324K 0.04%
1,398
-21
331
$322K 0.04%
8,064
-2,212
332
$322K 0.04%
13,550
-190
333
$320K 0.04%
+12,447
334
$315K 0.04%
+44,449
335
$314K 0.04%
12,630
+2,630
336
$312K 0.04%
7,620
-4,182
337
$307K 0.04%
10,389
-2,449
338
$307K 0.04%
2,677
+104
339
$304K 0.04%
2,691
340
$304K 0.04%
4,534
+3,527
341
$302K 0.04%
6,177
+43
342
$301K 0.04%
654
+144
343
$297K 0.04%
+11,933
344
$294K 0.03%
19,650
+8,310
345
$292K 0.03%
3,783
-2,422
346
$291K 0.03%
3,717
-102
347
$290K 0.03%
1,993
+375
348
$287K 0.03%
5,335
-148
349
$287K 0.03%
4,188
+1,068
350
$287K 0.03%
5,354
+799
12 13
14
15 16