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%
66
-25
1952
$3K ﹤0.01%
179
1953
$3K ﹤0.01%
268
+162
1954
$3K ﹤0.01%
41
1955
$3K ﹤0.01%
69
1956
$3K ﹤0.01%
+75
1957
$2K ﹤0.01%
204
-1,000
1958
$2K ﹤0.01%
+90
1959
$2K ﹤0.01%
168
-17
1960
$2K ﹤0.01%
19
+7
1961
$2K ﹤0.01%
+138
1962
– –
0
1963
$2K ﹤0.01%
+60
1964
$2K ﹤0.01%
25
1965
$2K ﹤0.01%
+56
1966
$2K ﹤0.01%
19
+7
1967
$2K ﹤0.01%
+141
1968
$2K ﹤0.01%
40
1969
$2K ﹤0.01%
152
+125
1970
– –
0
1971
$2K ﹤0.01%
109
-11
1972
$2K ﹤0.01%
+138
1973
$2K ﹤0.01%
+61
1974
$2K ﹤0.01%
140
-15
1975
$2K ﹤0.01%
+30
77 78
79
80 81