WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$4.45M
3
+$3.79M
4
WFBI
WashingtonFirst Bankshares Inc
WFBI
+$2.62M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.39M

Top Sells

1
+$1.08M
2
+$1.04M
3
+$878K
4
ADP icon
Automatic Data Processing
ADP
+$353K
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
1351
$16K ﹤0.01%
548
+168
1352
$16K ﹤0.01%
477
-441
1353
$16K ﹤0.01%
1,525
1354
$16K ﹤0.01%
341
+155
1355
$16K ﹤0.01%
620
+30
1356
$16K ﹤0.01%
546
+213
1357
$16K ﹤0.01%
691
+134
1358
$15K ﹤0.01%
174
+74
1359
$15K ﹤0.01%
700
1360
$15K ﹤0.01%
651
-5,356
1361
– –
0
1362
$15K ﹤0.01%
+1,036
1363
$15K ﹤0.01%
697
+85
1364
$15K ﹤0.01%
1,341
1365
$15K ﹤0.01%
269
+9
1366
$15K ﹤0.01%
+235
1367
$15K ﹤0.01%
264
-5
1368
$15K ﹤0.01%
417
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1369
$15K ﹤0.01%
195
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1370
$15K ﹤0.01%
+850
1371
$15K ﹤0.01%
1,206
+69
1372
$15K ﹤0.01%
+190
1373
$15K ﹤0.01%
234
+105
1374
$15K ﹤0.01%
1,551
1375
$15K ﹤0.01%
847
+15
53 54
55
56 57