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
1126
$30K ﹤0.01%
+400
1127
$30K ﹤0.01%
+690
1128
$30K ﹤0.01%
2,064
+958
1129
$29K ﹤0.01%
+1,800
1130
$29K ﹤0.01%
551
+372
1131
$29K ﹤0.01%
1,080
-1,449
1132
$29K ﹤0.01%
1,111
+56
1133
$29K ﹤0.01%
+541
1134
$29K ﹤0.01%
+500
1135
$29K ﹤0.01%
806
1136
$29K ﹤0.01%
1,740
+100
1137
$28K ﹤0.01%
416
+8
1138
$28K ﹤0.01%
4,909
-654
1139
$28K ﹤0.01%
1,470
+160
1140
$28K ﹤0.01%
563
+261
1141
$28K ﹤0.01%
2,514
+523
1142
$28K ﹤0.01%
3,360
+92
1143
$28K ﹤0.01%
273
1144
$28K ﹤0.01%
645
1145
$28K ﹤0.01%
+1,000
1146
$28K ﹤0.01%
449
+35
1147
$28K ﹤0.01%
660
1148
$28K ﹤0.01%
269
+72
1149
$28K ﹤0.01%
48
-3
1150
$28K ﹤0.01%
495
+261
44 45
46
47 48