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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
1701
$6K ﹤0.01%
1,048
+1,008
1702
$6K ﹤0.01%
201
+192
1703
$6K ﹤0.01%
76
-4
1704
$6K ﹤0.01%
+76
1705
$6K ﹤0.01%
+187
1706
$6K ﹤0.01%
49
-50
1707
$6K ﹤0.01%
300
1708
$6K ﹤0.01%
61
+53
1709
$6K ﹤0.01%
96
-22
1710
$6K ﹤0.01%
+272
1711
$6K ﹤0.01%
830
+26
1712
– –
0
1713
$6K ﹤0.01%
+99
1714
$6K ﹤0.01%
+186
1715
$6K ﹤0.01%
+45
1716
$6K ﹤0.01%
302
+122
1717
$6K ﹤0.01%
300
1718
$6K ﹤0.01%
24
+18
1719
$6K ﹤0.01%
152
+4
1720
$6K ﹤0.01%
+216
1721
$6K ﹤0.01%
119
+79
1722
$6K ﹤0.01%
+97
1723
$6K ﹤0.01%
+91
1724
$6K ﹤0.01%
+98
1725
$6K ﹤0.01%
+250
67 68
69
70 71