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
1776
$5K ﹤0.01%
340
1777
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381
1778
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100
1779
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66
+21
1780
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+11
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1784
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1785
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+12
1786
$5K ﹤0.01%
399
+381
1787
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189
+165
1788
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103
1789
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83
+75
1790
$5K ﹤0.01%
52
+4
1791
$5K ﹤0.01%
240
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1792
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517
-1,306
1793
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+200
1794
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239
1795
$5K ﹤0.01%
+336
1796
$5K ﹤0.01%
365
+148
1797
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85
1798
$5K ﹤0.01%
+145
1799
$5K ﹤0.01%
2,068
+1,426
1800
$5K ﹤0.01%
50
70 71
72
73 74