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
1826
$4K ﹤0.01%
85
+41
1827
$4K ﹤0.01%
131
+12
1828
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143
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1829
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+99
1830
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50
+48
1831
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1832
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77
1833
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+51
1834
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+103
1835
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85
+81
1836
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182
-28
1837
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+140
1838
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57
-38
1839
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204
+165
1840
$4K ﹤0.01%
+98
1841
– –
0
1842
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+1,200
1843
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+240
1844
$4K ﹤0.01%
91
+4
1845
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73
-1,584
1846
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200
1847
$4K ﹤0.01%
227
1848
$4K ﹤0.01%
34
-2
1849
$4K ﹤0.01%
+68
1850
$4K ﹤0.01%
+28
72 73
74
75 76