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
1026
$39K ﹤0.01%
431
+23
1027
$39K ﹤0.01%
430
-120
1028
$39K ﹤0.01%
1,056
+412
1029
$39K ﹤0.01%
2,065
1030
$39K ﹤0.01%
10,947
+3,353
1031
$39K ﹤0.01%
1,530
+130
1032
$39K ﹤0.01%
1,200
1033
$39K ﹤0.01%
1,097
-97
1034
$38K ﹤0.01%
1,140
+31
1035
$38K ﹤0.01%
741
+652
1036
$38K ﹤0.01%
438
-70
1037
$38K ﹤0.01%
+1,134
1038
$38K ﹤0.01%
1,251
+907
1039
$38K ﹤0.01%
678
+3
1040
$38K ﹤0.01%
341
-200
1041
$38K ﹤0.01%
798
+228
1042
$38K ﹤0.01%
+2,066
1043
$38K ﹤0.01%
938
+72
1044
$38K ﹤0.01%
+800
1045
$38K ﹤0.01%
2,315
+800
1046
$37K ﹤0.01%
560
+328
1047
$37K ﹤0.01%
64
-384
1048
$37K ﹤0.01%
334
-48
1049
$37K ﹤0.01%
+1,142
1050
$37K ﹤0.01%
1,255
-1,869
40 41
42
43 44