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
901
$57K 0.01%
782
+277
902
$57K 0.01%
+2,040
903
$57K 0.01%
1,415
+420
904
$56K 0.01%
1,578
+478
905
$56K 0.01%
653
906
$56K 0.01%
932
+65
907
$56K 0.01%
1,243
+1,070
908
$56K 0.01%
2,004
+165
909
$56K 0.01%
383
+62
910
$56K 0.01%
5,282
+1,606
911
$56K 0.01%
+842
912
$56K 0.01%
4,705
+29
913
$56K 0.01%
1,398
+1,183
914
– –
0
915
$55K 0.01%
542
+253
916
$55K 0.01%
542
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917
$55K 0.01%
2,312
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918
$55K 0.01%
2,391
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919
$55K 0.01%
668
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920
$55K 0.01%
2,519
921
$54K 0.01%
505
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922
$54K 0.01%
820
923
$54K 0.01%
891
-2,231
924
$54K 0.01%
986
+638
925
$54K 0.01%
582
+295
35 36
37
38 39