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
1276
$20K ﹤0.01%
187
+123
1277
$19K ﹤0.01%
347
1278
$19K ﹤0.01%
603
+126
1279
$19K ﹤0.01%
3,990
+3,847
1280
$19K ﹤0.01%
713
+52
1281
$19K ﹤0.01%
996
+1
1282
$19K ﹤0.01%
457
+127
1283
$19K ﹤0.01%
340
+37
1284
$19K ﹤0.01%
74
-1
1285
$19K ﹤0.01%
760
+230
1286
$19K ﹤0.01%
425
-32
1287
$19K ﹤0.01%
366
1288
$19K ﹤0.01%
3,141
+2
1289
$19K ﹤0.01%
990
1290
$19K ﹤0.01%
900
1291
$19K ﹤0.01%
538
+54
1292
$19K ﹤0.01%
+135
1293
$19K ﹤0.01%
560
+225
1294
$19K ﹤0.01%
347
-50
1295
$19K ﹤0.01%
397
+98
1296
$19K ﹤0.01%
1,236
+171
1297
$19K ﹤0.01%
1,900
1298
$19K ﹤0.01%
+500
1299
$19K ﹤0.01%
735
+184
1300
$19K ﹤0.01%
1,181
+187
50 51
52
53 54