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
1876
– –
0
1877
$3K ﹤0.01%
+289
1878
$3K ﹤0.01%
+37
1879
$3K ﹤0.01%
41
1880
$3K ﹤0.01%
69
1881
$3K ﹤0.01%
+55
1882
$3K ﹤0.01%
+89
1883
$3K ﹤0.01%
+53
1884
$3K ﹤0.01%
195
+45
1885
$3K ﹤0.01%
1,160
1886
$3K ﹤0.01%
+51
1887
$3K ﹤0.01%
158
1888
$3K ﹤0.01%
95
+85
1889
$3K ﹤0.01%
+50
1890
$3K ﹤0.01%
148
-33
1891
$3K ﹤0.01%
57
1892
$3K ﹤0.01%
52
1893
$3K ﹤0.01%
136
1894
$3K ﹤0.01%
121
-3
1895
$3K ﹤0.01%
+45
1896
$3K ﹤0.01%
109
1897
$3K ﹤0.01%
186
+20
1898
$3K ﹤0.01%
64
-336
1899
$3K ﹤0.01%
+98
1900
$3K ﹤0.01%
60
74 75
76
77 78