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
876
$61K 0.01%
+300
877
$61K 0.01%
+4,000
878
$61K 0.01%
+2,523
879
$61K 0.01%
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880
$61K 0.01%
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881
$60K 0.01%
314
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882
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883
$60K 0.01%
1,032
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884
$60K 0.01%
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885
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+3,560
886
$59K 0.01%
2,123
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887
– –
0
888
$59K 0.01%
427
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889
$59K 0.01%
7,735
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$59K 0.01%
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$58K 0.01%
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895
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$58K 0.01%
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899
$57K 0.01%
80
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900
$57K 0.01%
1,224
+240
34 35
36
37 38