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
1576
$9K ﹤0.01%
88
+10
1577
– –
0
1578
$9K ﹤0.01%
402
+342
1579
$9K ﹤0.01%
760
+115
1580
$9K ﹤0.01%
352
-9
1581
$9K ﹤0.01%
+250
1582
$9K ﹤0.01%
292
+202
1583
$9K ﹤0.01%
+1,000
1584
$9K ﹤0.01%
500
+400
1585
$9K ﹤0.01%
+75
1586
$9K ﹤0.01%
247
+77
1587
$9K ﹤0.01%
1,553
1588
$9K ﹤0.01%
248
-4
1589
$9K ﹤0.01%
161
-1,200
1590
$9K ﹤0.01%
305
1591
$9K ﹤0.01%
170
+130
1592
$9K ﹤0.01%
155
+136
1593
– –
0
1594
$9K ﹤0.01%
166
1595
$9K ﹤0.01%
2,105
1596
$9K ﹤0.01%
400
+300
1597
$9K ﹤0.01%
281
+199
1598
$9K ﹤0.01%
448
+95
1599
$9K ﹤0.01%
152
1600
$8K ﹤0.01%
+200
62 63
64
65 66