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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
1626
$8K ﹤0.01%
+1,105
1627
$8K ﹤0.01%
122
+109
1628
$8K ﹤0.01%
+185
1629
$8K ﹤0.01%
40
-25
1630
$8K ﹤0.01%
86
+70
1631
$8K ﹤0.01%
1,702
1632
$8K ﹤0.01%
2,185
+1,582
1633
$8K ﹤0.01%
262
+30
1634
$8K ﹤0.01%
336
1635
$8K ﹤0.01%
65
+15
1636
$8K ﹤0.01%
88
1637
$8K ﹤0.01%
244
1638
$8K ﹤0.01%
353
+38
1639
$8K ﹤0.01%
167
+30
1640
$8K ﹤0.01%
1,329
+32
1641
$8K ﹤0.01%
6,200
+200
1642
$8K ﹤0.01%
65
1643
$8K ﹤0.01%
284
-32
1644
$8K ﹤0.01%
319
+8
1645
$7K ﹤0.01%
189
+2
1646
$7K ﹤0.01%
160
+17
1647
$7K ﹤0.01%
240
1648
$7K ﹤0.01%
+374
1649
$7K ﹤0.01%
+259
1650
– –
0
64 65
66
67 68