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
1051
$37K ﹤0.01%
732
1052
$37K ﹤0.01%
293
+19
1053
$37K ﹤0.01%
789
+12
1054
$37K ﹤0.01%
295
+64
1055
$37K ﹤0.01%
274
+69
1056
$37K ﹤0.01%
628
1057
$37K ﹤0.01%
1,156
+462
1058
$36K ﹤0.01%
484
1059
$36K ﹤0.01%
138
+20
1060
$36K ﹤0.01%
1,917
+1,222
1061
$36K ﹤0.01%
376
+28
1062
$36K ﹤0.01%
1,951
1063
$36K ﹤0.01%
936
1064
– –
0
1065
$36K ﹤0.01%
+1,713
1066
$36K ﹤0.01%
1,242
+390
1067
$35K ﹤0.01%
1,130
1068
$35K ﹤0.01%
837
-511
1069
$35K ﹤0.01%
1,110
+233
1070
$35K ﹤0.01%
188
+87
1071
$35K ﹤0.01%
2,758
+1,243
1072
$35K ﹤0.01%
511
+2
1073
$35K ﹤0.01%
905
+96
1074
$35K ﹤0.01%
+1,250
1075
$35K ﹤0.01%
697
+33
41 42
43
44 45