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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
1901
$3K ﹤0.01%
183
1902
$3K ﹤0.01%
+75
1903
$3K ﹤0.01%
172
+38
1904
$3K ﹤0.01%
55
+30
1905
$3K ﹤0.01%
42
1906
$3K ﹤0.01%
142
+124
1907
$3K ﹤0.01%
+70
1908
$3K ﹤0.01%
53
+4
1909
$3K ﹤0.01%
57
1910
$3K ﹤0.01%
220
1911
$3K ﹤0.01%
+75
1912
$3K ﹤0.01%
200
1913
$3K ﹤0.01%
41
1914
$3K ﹤0.01%
69
1915
$3K ﹤0.01%
+55
1916
$3K ﹤0.01%
+89
1917
$3K ﹤0.01%
+53
1918
$3K ﹤0.01%
+82
1919
$3K ﹤0.01%
+43
1920
$3K ﹤0.01%
195
+45
1921
$3K ﹤0.01%
1,160
1922
$3K ﹤0.01%
72
1923
$3K ﹤0.01%
600
1924
$3K ﹤0.01%
110
+48
1925
$3K ﹤0.01%
52
+19
75 76
77
78 79