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
1326
$17K ﹤0.01%
568
+205
1327
$17K ﹤0.01%
858
+439
1328
$17K ﹤0.01%
+509
1329
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429
+33
1330
$17K ﹤0.01%
509
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1331
$17K ﹤0.01%
1,011
+156
1332
$17K ﹤0.01%
362
+173
1333
$17K ﹤0.01%
1,021
1334
$17K ﹤0.01%
443
+65
1335
$17K ﹤0.01%
924
1336
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299
+47
1337
$17K ﹤0.01%
281
-46
1338
$16K ﹤0.01%
200
1339
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198
+55
1340
$16K ﹤0.01%
620
+30
1341
$16K ﹤0.01%
1,839
-441
1342
$16K ﹤0.01%
59
1343
$16K ﹤0.01%
577
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1344
$16K ﹤0.01%
207
+82
1345
$16K ﹤0.01%
660
-267
1346
$16K ﹤0.01%
1,368
1347
$16K ﹤0.01%
186
+8
1348
$16K ﹤0.01%
600
+189
1349
$16K ﹤0.01%
160
+2
1350
$16K ﹤0.01%
159
52 53
54
55 56