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
751
$85K 0.01%
2,387
+794
752
$85K 0.01%
5,307
-4,745
753
$85K 0.01%
2,624
+180
754
$84K 0.01%
4,633
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755
$84K 0.01%
2,598
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756
$84K 0.01%
1,072
+232
757
$84K 0.01%
2,500
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758
$83K 0.01%
1,915
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759
$83K 0.01%
8,550
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760
$83K 0.01%
428
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761
$83K 0.01%
1,505
-1,280
762
$83K 0.01%
2,706
-287
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$82K 0.01%
10,300
-2,100
764
$82K 0.01%
726
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765
$82K 0.01%
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766
$82K 0.01%
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$81K 0.01%
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769
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$81K 0.01%
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$81K 0.01%
806
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$81K 0.01%
8,033
+844
773
$80K 0.01%
3,000
774
$80K 0.01%
256
-136
775
$80K 0.01%
573
29 30
31
32 33