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
476
$186K 0.02%
6,362
+2,138
477
$185K 0.02%
3,995
-535
478
$185K 0.02%
1,688
-1,620
479
$184K 0.02%
+3,374
480
$183K 0.02%
4,774
-106
481
$183K 0.02%
4,559
+59
482
$182K 0.02%
5,400
+7
483
$182K 0.02%
2,933
-1,126
484
$182K 0.02%
4,251
+167
485
$181K 0.02%
4,770
+2,064
486
$180K 0.02%
11,187
+750
487
$180K 0.02%
3,283
+2
488
$180K 0.02%
16,625
+4,140
489
$179K 0.02%
6,006
-2,974
490
$179K 0.02%
6,100
+5,400
491
$179K 0.02%
1,292
+144
492
$179K 0.02%
1,230
-73
493
$178K 0.02%
1,193
+986
494
$178K 0.02%
1,397
+21
495
$178K 0.02%
6,862
-224
496
$178K 0.02%
11,509
497
$177K 0.02%
3,477
+1,280
498
$177K 0.02%
1,906
+1,147
499
$177K 0.02%
1,244
-100
500
$174K 0.02%
3,635
+2,923
18 19
20
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