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
1401
$14K ﹤0.01%
500
1402
$14K ﹤0.01%
489
+30
1403
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91
+40
1404
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891
+11
1405
– –
0
1406
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632
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1407
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543
+74
1408
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1409
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500
+85
1410
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460
1411
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326
-977
1412
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1413
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1414
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706
+150
1415
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784
1416
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+70
1417
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392
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1418
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-29
1419
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+494
1420
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377
-1
1421
$13K ﹤0.01%
193
-173
1422
$13K ﹤0.01%
350
1423
$13K ﹤0.01%
395
+348
1424
$13K ﹤0.01%
357
+269
1425
$13K ﹤0.01%
200
55 56
57
58 59