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
451
$199K 0.02%
2,693
+662
452
$198K 0.02%
4,444
453
$198K 0.02%
2,351
-153
454
$197K 0.02%
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-70
455
$197K 0.02%
4,986
+2,970
456
$195K 0.02%
2,318
+1,970
457
$195K 0.02%
1,953
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458
$194K 0.02%
1,548
-233
459
$194K 0.02%
3,700
+103
460
$193K 0.02%
+3,188
461
$192K 0.02%
3,076
+716
462
$192K 0.02%
3,534
+286
463
$191K 0.02%
+8,944
464
$190K 0.02%
1,679
-256
465
$190K 0.02%
9,220
466
$190K 0.02%
3,482
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467
$189K 0.02%
3,362
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468
$189K 0.02%
10,392
+2,307
469
$189K 0.02%
3,954
-51
470
$189K 0.02%
2,046
-127
471
$189K 0.02%
9,366
-507
472
$189K 0.02%
4,017
+5
473
$189K 0.02%
4,398
+4
474
$187K 0.02%
4,534
+709
475
$187K 0.02%
12,250
17 18
19
20 21