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
1201
$24K ﹤0.01%
837
+380
1202
$24K ﹤0.01%
1,487
+1,084
1203
$24K ﹤0.01%
2,959
+1,386
1204
$24K ﹤0.01%
1,100
+192
1205
$24K ﹤0.01%
1,578
+237
1206
$24K ﹤0.01%
24
+7
1207
$24K ﹤0.01%
1,216
+495
1208
$24K ﹤0.01%
1,362
-76
1209
$24K ﹤0.01%
618
-3
1210
$24K ﹤0.01%
+335
1211
$23K ﹤0.01%
1,207
+373
1212
$23K ﹤0.01%
1,000
1213
$23K ﹤0.01%
380
1214
$23K ﹤0.01%
2,469
+1,705
1215
$23K ﹤0.01%
1,815
+983
1216
$23K ﹤0.01%
600
1217
$23K ﹤0.01%
269
+82
1218
$23K ﹤0.01%
315
+23
1219
$23K ﹤0.01%
500
+421
1220
$23K ﹤0.01%
670
+117
1221
$23K ﹤0.01%
905
+249
1222
$23K ﹤0.01%
861
+173
1223
$23K ﹤0.01%
+829
1224
$23K ﹤0.01%
+523
1225
$23K ﹤0.01%
610
47 48
49
50 51