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
1351
$16K ﹤0.01%
+156
1352
$16K ﹤0.01%
548
+168
1353
$16K ﹤0.01%
477
-441
1354
$16K ﹤0.01%
1,525
1355
$16K ﹤0.01%
341
+155
1356
$16K ﹤0.01%
546
+213
1357
$16K ﹤0.01%
691
+134
1358
$15K ﹤0.01%
847
+15
1359
$15K ﹤0.01%
185
+78
1360
$15K ﹤0.01%
1,568
+1,488
1361
$15K ﹤0.01%
1,831
-3,357
1362
$15K ﹤0.01%
1,560
1363
$15K ﹤0.01%
174
+74
1364
$15K ﹤0.01%
700
1365
$15K ﹤0.01%
651
-5,356
1366
– –
0
1367
$15K ﹤0.01%
+1,036
1368
$15K ﹤0.01%
697
+85
1369
$15K ﹤0.01%
1,341
1370
$15K ﹤0.01%
269
+9
1371
$15K ﹤0.01%
+235
1372
$15K ﹤0.01%
264
-5
1373
$15K ﹤0.01%
417
+290
1374
$15K ﹤0.01%
195
+87
1375
$15K ﹤0.01%
+850
53 54
55
56 57