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
51
$2.78M 0.33%
61,100
+2,820
52
$2.76M 0.33%
29,467
+2,436
53
$2.72M 0.32%
26,067
+9,761
54
$2.72M 0.32%
37,890
+1,443
55
$2.65M 0.31%
17,530
+2,908
56
$2.61M 0.31%
13,697
+1,922
57
$2.58M 0.31%
53,220
+11,200
58
$2.52M 0.3%
13,600
+5,912
59
$2.46M 0.29%
72,754
+23,789
60
$2.42M 0.29%
+26,083
61
$2.38M 0.28%
19,556
+78
62
$2.34M 0.28%
68,352
+37,840
63
$2.33M 0.28%
17,258
+1,524
64
$2.33M 0.28%
15,207
+2,509
65
$2.31M 0.27%
21,979
66
$2.28M 0.27%
72,891
+4,397
67
$2.11M 0.25%
38,020
+5,931
68
$2.1M 0.25%
17,912
+5,877
69
$2.08M 0.25%
34,068
+1,710
70
$1.97M 0.23%
12,829
+3,290
71
$1.96M 0.23%
25,129
+19,229
72
$1.91M 0.23%
31,441
+6,167
73
$1.91M 0.23%
25,511
+5,267
74
$1.9M 0.23%
26,248
+3,706
75
$1.9M 0.23%
2,958
-120
1 2
3
4 5