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
1676
$7K ﹤0.01%
+109
1677
$7K ﹤0.01%
266
+166
1678
$7K ﹤0.01%
64
+7
1679
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50
+26
1680
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263
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1681
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+29
1682
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169
-150
1683
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57
+23
1684
$7K ﹤0.01%
+707
1685
$7K ﹤0.01%
315
+93
1686
$7K ﹤0.01%
3,900
-1,600
1687
$7K ﹤0.01%
+106
1688
$7K ﹤0.01%
+1,000
1689
$7K ﹤0.01%
98
1690
$7K ﹤0.01%
+290
1691
$7K ﹤0.01%
721
+293
1692
$7K ﹤0.01%
+127
1693
$6K ﹤0.01%
210
-49
1694
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+187
1695
$6K ﹤0.01%
49
-50
1696
$6K ﹤0.01%
300
1697
$6K ﹤0.01%
61
+53
1698
$6K ﹤0.01%
96
-22
1699
$6K ﹤0.01%
+272
1700
$6K ﹤0.01%
830
+26
66 67
68
69 70