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
1451
$13K ﹤0.01%
567
-1,129
1452
$13K ﹤0.01%
538
+285
1453
$12K ﹤0.01%
437
+4
1454
$12K ﹤0.01%
83
+71
1455
$12K ﹤0.01%
170
-31
1456
$12K ﹤0.01%
758
1457
$12K ﹤0.01%
1,113
-162
1458
$12K ﹤0.01%
1,013
1459
$12K ﹤0.01%
+270
1460
$12K ﹤0.01%
881
1461
$12K ﹤0.01%
+1,854
1462
$12K ﹤0.01%
109
+13
1463
$12K ﹤0.01%
1,038
+316
1464
$12K ﹤0.01%
138
1465
$12K ﹤0.01%
603
1466
$12K ﹤0.01%
433
1467
$12K ﹤0.01%
395
1468
$12K ﹤0.01%
504
+4
1469
$12K ﹤0.01%
704
+228
1470
$12K ﹤0.01%
266
+122
1471
$12K ﹤0.01%
+350
1472
$12K ﹤0.01%
207
1473
$12K ﹤0.01%
+525
1474
$12K ﹤0.01%
500
1475
$12K ﹤0.01%
305
57 58
59
60 61