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
76
$1.83M 0.22%
8,417
+733
77
$1.81M 0.21%
46,480
+13,331
78
$1.79M 0.21%
21,556
+7,692
79
$1.77M 0.21%
35,336
+3,192
80
$1.74M 0.21%
52,109
+48,108
81
$1.69M 0.2%
12,978
+524
82
$1.65M 0.19%
11,419
83
$1.61M 0.19%
12,618
-769
84
$1.6M 0.19%
20,887
+2,677
85
$1.6M 0.19%
5,045
+3,914
86
$1.59M 0.19%
20,248
-1,196
87
$1.54M 0.18%
61,254
+18,990
88
$1.54M 0.18%
19,189
+6,226
89
$1.51M 0.18%
13,886
+307
90
$1.49M 0.18%
25,606
+786
91
$1.49M 0.18%
42,444
+3,332
92
$1.46M 0.17%
60,157
-5,186
93
$1.45M 0.17%
3,428
+466
94
$1.44M 0.17%
33,424
+9,388
95
$1.43M 0.17%
11,999
+7,455
96
$1.38M 0.16%
11,485
+11,385
97
$1.37M 0.16%
33,092
-3,340
98
$1.35M 0.16%
8,454
+616
99
$1.33M 0.16%
10,283
+777
100
$1.33M 0.16%
19,837
+1,724
2 3
4
5 6