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
1726
$6K ﹤0.01%
+123
1727
$6K ﹤0.01%
88
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1728
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195
+65
1729
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73
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1730
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428
1731
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170
+79
1732
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316
+283
1733
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189
+10
1734
$6K ﹤0.01%
62
+46
1735
$6K ﹤0.01%
531
+314
1736
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1737
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+90
1738
$6K ﹤0.01%
210
-49
1739
$6K ﹤0.01%
+187
1740
$6K ﹤0.01%
49
-50
1741
$6K ﹤0.01%
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+79
1742
$6K ﹤0.01%
+200
1743
$6K ﹤0.01%
278
+38
1744
$6K ﹤0.01%
1,000
1745
$6K ﹤0.01%
98
+12
1746
$5K ﹤0.01%
100
+60
1747
$5K ﹤0.01%
+92
1748
$5K ﹤0.01%
+606
1749
$5K ﹤0.01%
154
-59
1750
$5K ﹤0.01%
111
+74
68 69
70
71 72