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
1951
$3K ﹤0.01%
1,272
1952
$3K ﹤0.01%
159
-47
1953
$3K ﹤0.01%
142
+27
1954
$3K ﹤0.01%
66
-25
1955
$3K ﹤0.01%
268
+162
1956
$3K ﹤0.01%
179
1957
$2K ﹤0.01%
204
-1,000
1958
$2K ﹤0.01%
95
+12
1959
$2K ﹤0.01%
52
+4
1960
$2K ﹤0.01%
15
1961
$2K ﹤0.01%
25
1962
$2K ﹤0.01%
128
1963
$2K ﹤0.01%
21
+14
1964
$2K ﹤0.01%
+37
1965
$2K ﹤0.01%
14
-56
1966
$2K ﹤0.01%
109
1967
$2K ﹤0.01%
+85
1968
$2K ﹤0.01%
5,000
1969
$2K ﹤0.01%
+39
1970
$2K ﹤0.01%
58
-11
1971
$2K ﹤0.01%
197
1972
$2K ﹤0.01%
267
1973
$2K ﹤0.01%
48
1974
$2K ﹤0.01%
93
1975
$2K ﹤0.01%
+90
77 78
79
80 81