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
351
$287K 0.03%
15,089
+1,028
352
$285K 0.03%
4,218
353
$284K 0.03%
3,280
+442
354
$284K 0.03%
12,539
-106
355
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3,661
+109
356
$276K 0.03%
4,658
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357
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4,783
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358
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-547
359
$274K 0.03%
3,840
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360
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15,683
-1,056
361
$272K 0.03%
8,636
+1,192
362
$272K 0.03%
24,318
+691
363
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2,181
+126
364
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17,038
+7,795
365
$269K 0.03%
11,905
+10,663
366
$267K 0.03%
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$267K 0.03%
4,455
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368
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4,154
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369
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370
$266K 0.03%
9,703
-4,765
371
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21,593
+2,419
372
$263K 0.03%
11,348
-61
373
$262K 0.03%
4,162
+2,067
374
$260K 0.03%
9,198
+931
375
$259K 0.03%
3,260
-643
13 14
15
16 17