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
701
$99K 0.01%
692
+230
702
$99K 0.01%
+2,750
703
$98K 0.01%
1,436
-249
704
$97K 0.01%
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705
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3,580
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706
$97K 0.01%
2,046
+186
707
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2,552
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708
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1,414
-132
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$96K 0.01%
8,532
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710
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809
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711
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2,974
-57
712
$95K 0.01%
6,488
+5,843
713
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969
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714
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4,184
715
$94K 0.01%
2,008
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716
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457
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719
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733
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956
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721
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1,834
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722
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+5,649
723
$91K 0.01%
6,966
724
$91K 0.01%
3,233
+3,201
725
$91K 0.01%
4,395
+1,425
27 28
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30 31