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
1176
$25K ﹤0.01%
482
1177
$25K ﹤0.01%
+677
1178
$25K ﹤0.01%
1,006
1179
$25K ﹤0.01%
618
+8
1180
$25K ﹤0.01%
381
+202
1181
$25K ﹤0.01%
1,208
+500
1182
$25K ﹤0.01%
378
+122
1183
$25K ﹤0.01%
1,760
+21
1184
$25K ﹤0.01%
1,450
+254
1185
$25K ﹤0.01%
114
+46
1186
$25K ﹤0.01%
1,803
+142
1187
$25K ﹤0.01%
909
+220
1188
$25K ﹤0.01%
700
-4,023
1189
$25K ﹤0.01%
238
+183
1190
$25K ﹤0.01%
202
-10
1191
$25K ﹤0.01%
1,430
1192
$24K ﹤0.01%
255
+230
1193
$24K ﹤0.01%
519
+89
1194
$24K ﹤0.01%
+266
1195
$24K ﹤0.01%
499
1196
$24K ﹤0.01%
152
1197
$24K ﹤0.01%
+2,000
1198
$24K ﹤0.01%
795
+108
1199
– –
0
1200
$24K ﹤0.01%
526
+186
46 47
48
49 50