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
551
$148K 0.02%
4,452
+15
552
$147K 0.02%
4,074
553
$147K 0.02%
2,945
-747
554
$146K 0.02%
1,182
+103
555
$146K 0.02%
1,140
+44
556
$145K 0.02%
+2,421
557
$145K 0.02%
4,252
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558
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4,867
-1,008
559
$145K 0.02%
1,424
-268
560
– –
-275
561
$143K 0.02%
1,690
+200
562
$141K 0.02%
1,566
-904
563
$141K 0.02%
5,053
+94
564
$141K 0.02%
6,864
+248
565
$141K 0.02%
3,704
-263
566
$141K 0.02%
447
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$140K 0.02%
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568
$140K 0.02%
8,840
-4,098
569
$139K 0.02%
5,385
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570
$139K 0.02%
1,214
-492
571
$139K 0.02%
2,003
+650
572
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+6,505
573
$139K 0.02%
2,371
+75
574
$137K 0.02%
912
+105
575
$137K 0.02%
1,652
+529
21 22
23
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