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
626
$120K 0.01%
5,375
+87
627
$120K 0.01%
2,466
-837
628
$119K 0.01%
680
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629
$119K 0.01%
14,350
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630
$119K 0.01%
2,204
+1,034
631
$118K 0.01%
5,502
-80
632
$118K 0.01%
2,154
+1,954
633
$118K 0.01%
8,087
634
$118K 0.01%
1,593
+103
635
$117K 0.01%
6,676
+379
636
$117K 0.01%
3,050
+622
637
$117K 0.01%
1,692
+92
638
$117K 0.01%
3,836
+3,463
639
$115K 0.01%
563
-171
640
$115K 0.01%
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641
$115K 0.01%
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642
$115K 0.01%
20,402
+16,646
643
$114K 0.01%
1,035
-68
644
$114K 0.01%
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645
$114K 0.01%
1,266
+168
646
$114K 0.01%
1,959
+228
647
$113K 0.01%
2,191
+44
648
$113K 0.01%
3,432
+2,150
649
$113K 0.01%
5,655
+620
650
$113K 0.01%
5,519
+3,471
24 25
26
27 28