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
401
$233K 0.03%
7,218
-21
402
$233K 0.03%
3,598
+2,070
403
$233K 0.03%
2,545
+92
404
$232K 0.03%
5,202
-1,104
405
$231K 0.03%
+4,001
406
$231K 0.03%
3,495
+190
407
$229K 0.03%
4,329
+3
408
$229K 0.03%
3,316
+2,743
409
$229K 0.03%
466
+371
410
$229K 0.03%
4,149
+70
411
$228K 0.03%
4,321
-3,044
412
$227K 0.03%
4,236
-863
413
$226K 0.03%
1,337
+105
414
$226K 0.03%
6,833
-918
415
$225K 0.03%
2,942
+515
416
$225K 0.03%
6,991
-4,471
417
$225K 0.03%
2,836
418
$224K 0.03%
5,751
419
$223K 0.03%
3,737
-531
420
$222K 0.03%
1,746
+1,151
421
$221K 0.03%
2,844
+245
422
$221K 0.03%
6,922
+4,304
423
$219K 0.03%
3,930
+68
424
$219K 0.03%
6,225
-2,558
425
$219K 0.03%
6,309
+10
15 16
17
18 19