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
826
$71K 0.01%
6,321
827
$70K 0.01%
1,112
-10
828
$70K 0.01%
2,461
+324
829
$70K 0.01%
1,598
+150
830
$69K 0.01%
2,134
-636
831
$69K 0.01%
3,671
+107
832
$69K 0.01%
4,068
+197
833
$69K 0.01%
935
834
$68K 0.01%
832
-802
835
$68K 0.01%
2,100
836
$68K 0.01%
1,553
+1,223
837
$67K 0.01%
2,673
838
$67K 0.01%
+3,353
839
$67K 0.01%
1,225
+126
840
$67K 0.01%
1,058
+870
841
$66K 0.01%
4,202
842
$66K 0.01%
850
+103
843
$66K 0.01%
326
+5
844
$66K 0.01%
2,193
+41
845
$66K 0.01%
629
+35
846
$66K 0.01%
3,395
+3,383
847
$65K 0.01%
6,491
+3,706
848
$65K 0.01%
1,950
849
$65K 0.01%
1,482
+78
850
$65K 0.01%
1,073
32 33
34
35 36