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
426
$217K 0.03%
8,776
+4,800
427
$217K 0.03%
3,462
+1,555
428
$216K 0.03%
4,111
+48
429
$215K 0.03%
3,601
+3,399
430
$215K 0.03%
4,713
+1,937
431
$214K 0.03%
1,921
-229
432
$214K 0.03%
1,338
-17
433
$214K 0.03%
16,012
+4,351
434
$213K 0.03%
3,560
-74
435
$211K 0.03%
7,557
-1,633
436
$211K 0.03%
8,044
-438
437
$210K 0.02%
5,906
+579
438
$210K 0.02%
4,354
-44
439
$209K 0.02%
1,306
+15
440
$207K 0.02%
5,252
-3,237
441
$206K 0.02%
6,126
-5
442
$205K 0.02%
2,140
+842
443
$205K 0.02%
3,267
-18
444
$204K 0.02%
3,192
+1,609
445
$204K 0.02%
980
+230
446
$203K 0.02%
14,507
+7,674
447
$202K 0.02%
3,770
-6
448
$202K 0.02%
2,954
+32
449
$202K 0.02%
1,406
+21
450
$201K 0.02%
14,240
+9,150
16 17
18
19 20