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
1376
$15K ﹤0.01%
234
+105
1377
$15K ﹤0.01%
1,551
1378
$15K ﹤0.01%
185
+78
1379
$15K ﹤0.01%
847
+15
1380
$14K ﹤0.01%
347
1381
$14K ﹤0.01%
167
+36
1382
$14K ﹤0.01%
179
+35
1383
$14K ﹤0.01%
365
+39
1384
$14K ﹤0.01%
86
+3
1385
$14K ﹤0.01%
260
+42
1386
$14K ﹤0.01%
224
+4
1387
$14K ﹤0.01%
2,048
+649
1388
$14K ﹤0.01%
+271
1389
$14K ﹤0.01%
1,022
+12
1390
$14K ﹤0.01%
253
+3
1391
$14K ﹤0.01%
+550
1392
$14K ﹤0.01%
642
+600
1393
$14K ﹤0.01%
230
1394
$14K ﹤0.01%
210
-101
1395
$14K ﹤0.01%
217
+166
1396
$14K ﹤0.01%
+372
1397
$14K ﹤0.01%
526
+36
1398
$14K ﹤0.01%
171
+21
1399
$14K ﹤0.01%
652
+624
1400
$14K ﹤0.01%
11
54 55
56
57 58