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
601
$125K 0.01%
2,284
+353
602
$125K 0.01%
4,466
+3,732
603
$124K 0.01%
+15,261
604
$124K 0.01%
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605
$123K 0.01%
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606
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1,346
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607
$123K 0.01%
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608
$123K 0.01%
1,388
609
$123K 0.01%
5,276
-4,531
610
$123K 0.01%
3,711
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611
$123K 0.01%
9,333
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612
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613
$122K 0.01%
3,029
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614
$122K 0.01%
1,339
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615
$121K 0.01%
29,904
-1,244
616
$121K 0.01%
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$121K 0.01%
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618
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2,203
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619
$120K 0.01%
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620
$120K 0.01%
1,447
+139
621
$120K 0.01%
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622
$120K 0.01%
2,493
+726
623
$120K 0.01%
852
-7
624
$120K 0.01%
4,021
625
$120K 0.01%
526
+59
23 24
25
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