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
1101
– –
0
1102
$32K ﹤0.01%
1,742
+148
1103
$32K ﹤0.01%
1,830
+258
1104
$32K ﹤0.01%
573
1105
$32K ﹤0.01%
440
-150
1106
$32K ﹤0.01%
1,960
+659
1107
$32K ﹤0.01%
614
1108
– –
0
1109
$32K ﹤0.01%
870
1110
$31K ﹤0.01%
5,010
+3,279
1111
$31K ﹤0.01%
943
+10
1112
$31K ﹤0.01%
1,265
+310
1113
$31K ﹤0.01%
457
+123
1114
$31K ﹤0.01%
576
+81
1115
$31K ﹤0.01%
1,738
+1,063
1116
$31K ﹤0.01%
668
+205
1117
$31K ﹤0.01%
1,323
-59
1118
$31K ﹤0.01%
1,100
1119
$31K ﹤0.01%
36
1120
$31K ﹤0.01%
711
+93
1121
$30K ﹤0.01%
771
+88
1122
$30K ﹤0.01%
+900
1123
$30K ﹤0.01%
608
+175
1124
$30K ﹤0.01%
1,188
+954
1125
$30K ﹤0.01%
3,760
+727
43 44
45
46 47