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
1301
$18K ﹤0.01%
506
+90
1302
$18K ﹤0.01%
1,000
1303
$18K ﹤0.01%
722
+191
1304
$18K ﹤0.01%
4,899
+355
1305
$18K ﹤0.01%
487
+22
1306
$18K ﹤0.01%
883
+187
1307
$18K ﹤0.01%
809
1308
$18K ﹤0.01%
708
1309
$18K ﹤0.01%
218
+145
1310
$18K ﹤0.01%
364
+11
1311
$18K ﹤0.01%
+810
1312
$18K ﹤0.01%
215
+57
1313
$18K ﹤0.01%
267
+3
1314
$18K ﹤0.01%
+455
1315
$18K ﹤0.01%
1,424
-57
1316
$18K ﹤0.01%
187
+5
1317
$18K ﹤0.01%
+300
1318
$18K ﹤0.01%
625
-20
1319
$18K ﹤0.01%
+210
1320
$17K ﹤0.01%
8,774
1321
$17K ﹤0.01%
325
+310
1322
$17K ﹤0.01%
354
+123
1323
$17K ﹤0.01%
385
+55
1324
$17K ﹤0.01%
392
+382
1325
$17K ﹤0.01%
+375
51 52
53
54 55