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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
1676
$7K ﹤0.01%
263
+227
1677
$7K ﹤0.01%
+29
1678
$7K ﹤0.01%
169
-150
1679
$7K ﹤0.01%
57
+23
1680
$7K ﹤0.01%
99
+47
1681
$7K ﹤0.01%
364
1682
– –
0
1683
$7K ﹤0.01%
+707
1684
$7K ﹤0.01%
315
+93
1685
$7K ﹤0.01%
3,900
-1,600
1686
$7K ﹤0.01%
+106
1687
$7K ﹤0.01%
+1,000
1688
$7K ﹤0.01%
98
1689
$7K ﹤0.01%
887
+94
1690
$7K ﹤0.01%
+290
1691
$7K ﹤0.01%
721
+293
1692
$7K ﹤0.01%
+127
1693
$6K ﹤0.01%
210
-49
1694
$6K ﹤0.01%
122
1695
$6K ﹤0.01%
+90
1696
$6K ﹤0.01%
498
+135
1697
$6K ﹤0.01%
50
+45
1698
$6K ﹤0.01%
166
+123
1699
$6K ﹤0.01%
644
1700
$6K ﹤0.01%
160
+4
66 67
68
69 70