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
1901
$3K ﹤0.01%
70
+10
1902
– –
0
1903
$3K ﹤0.01%
50
1904
$3K ﹤0.01%
18
1905
$3K ﹤0.01%
+69
1906
$3K ﹤0.01%
+111
1907
$3K ﹤0.01%
762
1908
$3K ﹤0.01%
34
-2,348
1909
$3K ﹤0.01%
129
1910
$3K ﹤0.01%
75
1911
$3K ﹤0.01%
+90
1912
$3K ﹤0.01%
183
1913
$3K ﹤0.01%
+75
1914
$3K ﹤0.01%
172
+38
1915
$3K ﹤0.01%
55
+30
1916
$3K ﹤0.01%
42
1917
$3K ﹤0.01%
142
+124
1918
$3K ﹤0.01%
+70
1919
$3K ﹤0.01%
53
+4
1920
$3K ﹤0.01%
57
1921
$3K ﹤0.01%
220
1922
$3K ﹤0.01%
+75
1923
$3K ﹤0.01%
200
1924
$3K ﹤0.01%
+82
1925
$3K ﹤0.01%
+43
75 76
77
78 79