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
801
$76K 0.01%
972
+105
802
$75K 0.01%
1,025
+68
803
$75K 0.01%
798
+130
804
$75K 0.01%
1,817
+369
805
$75K 0.01%
1,233
806
$75K 0.01%
2,027
+105
807
$75K 0.01%
2,676
+2,569
808
$75K 0.01%
4,650
+348
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$75K 0.01%
923
+58
810
$75K 0.01%
5,520
+4,515
811
$74K 0.01%
+1,430
812
$74K 0.01%
2,194
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813
$74K 0.01%
685
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814
$74K 0.01%
855
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815
$73K 0.01%
2,890
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816
– –
0
817
$73K 0.01%
1,253
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818
$72K 0.01%
750
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819
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820
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1,082
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821
$72K 0.01%
7,558
-1,076
822
$72K 0.01%
1,619
823
$72K 0.01%
3,475
-1,764
824
$72K 0.01%
5,800
825
$72K 0.01%
2,421
+2
31 32
33
34 35