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
1376
$15K ﹤0.01%
185
+78
1377
$15K ﹤0.01%
1,568
+1,488
1378
$15K ﹤0.01%
1,831
-3,357
1379
$15K ﹤0.01%
1,560
1380
$14K ﹤0.01%
347
1381
$14K ﹤0.01%
167
+36
1382
$14K ﹤0.01%
+494
1383
$14K ﹤0.01%
377
-1
1384
$14K ﹤0.01%
642
+600
1385
$14K ﹤0.01%
230
1386
$14K ﹤0.01%
210
-101
1387
$14K ﹤0.01%
217
+166
1388
$14K ﹤0.01%
526
+36
1389
$14K ﹤0.01%
171
+21
1390
$14K ﹤0.01%
652
+624
1391
$14K ﹤0.01%
11
1392
$14K ﹤0.01%
500
1393
$14K ﹤0.01%
489
+30
1394
$14K ﹤0.01%
326
-977
1395
$14K ﹤0.01%
621
1396
$14K ﹤0.01%
590
1397
$14K ﹤0.01%
706
+150
1398
$14K ﹤0.01%
784
1399
$14K ﹤0.01%
295
+70
1400
$14K ﹤0.01%
179
+35
54 55
56
57 58