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
1601
$8K ﹤0.01%
+185
1602
$8K ﹤0.01%
1,000
1603
– –
0
1604
$8K ﹤0.01%
200
1605
$8K ﹤0.01%
118
+47
1606
$8K ﹤0.01%
+100
1607
$8K ﹤0.01%
150
1608
$8K ﹤0.01%
510
+281
1609
$8K ﹤0.01%
174
-224
1610
$8K ﹤0.01%
220
+20
1611
$8K ﹤0.01%
86
+70
1612
$8K ﹤0.01%
267
+33
1613
$8K ﹤0.01%
1,125
+1,055
1614
$8K ﹤0.01%
244
+8
1615
$8K ﹤0.01%
+3,000
1616
$8K ﹤0.01%
2,238
+259
1617
$8K ﹤0.01%
381
+16
1618
$8K ﹤0.01%
150
+11
1619
$8K ﹤0.01%
+408
1620
$8K ﹤0.01%
232
1621
$8K ﹤0.01%
+100
1622
$8K ﹤0.01%
348
+154
1623
$8K ﹤0.01%
488
+3
1624
$8K ﹤0.01%
200
+100
1625
$8K ﹤0.01%
87
+81
63 64
65
66 67