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
951
$50K 0.01%
1,838
+663
952
$50K 0.01%
425
+264
953
$50K 0.01%
803
+137
954
$49K 0.01%
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955
$49K 0.01%
1,618
956
– –
0
957
$49K 0.01%
1,395
+1,337
958
$49K 0.01%
1,139
-78
959
$49K 0.01%
927
+667
960
– –
0
961
$48K 0.01%
735
962
$48K 0.01%
1,517
-305
963
$48K 0.01%
731
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964
$48K 0.01%
2,108
+1,101
965
$48K 0.01%
786
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966
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2,417
+278
967
$48K 0.01%
607
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968
$48K 0.01%
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969
$47K 0.01%
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970
$47K 0.01%
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971
$47K 0.01%
1,470
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1,090
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973
$47K 0.01%
2,762
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974
$47K 0.01%
+1,237
975
$46K 0.01%
1,016
+266
37 38
39
40 41