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
1726
$6K ﹤0.01%
96
-22
1727
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+272
1728
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830
+26
1729
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+79
1730
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1731
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1732
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1733
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+123
1734
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88
-992
1735
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+65
1736
$6K ﹤0.01%
73
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1737
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428
1738
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170
+79
1739
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316
+283
1740
$6K ﹤0.01%
189
+10
1741
$6K ﹤0.01%
62
+46
1742
$6K ﹤0.01%
531
+314
1743
$6K ﹤0.01%
354
1744
$6K ﹤0.01%
+200
1745
$6K ﹤0.01%
278
+38
1746
$5K ﹤0.01%
356
+13
1747
$5K ﹤0.01%
+64
1748
$5K ﹤0.01%
824
1749
$5K ﹤0.01%
239
-63
1750
– –
0
68 69
70
71 72