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
176
$659K 0.08%
4,790
+110
177
$652K 0.08%
18,064
+1,326
178
$652K 0.08%
5,153
+140
179
$648K 0.08%
27,810
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180
$646K 0.08%
4,586
+1,619
181
$643K 0.08%
2,370
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182
$630K 0.07%
5,320
+1,528
183
$627K 0.07%
13,810
+6,305
184
$625K 0.07%
11,319
-521
185
$624K 0.07%
23,537
186
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6,413
-25
187
$623K 0.07%
11,917
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188
$620K 0.07%
3,753
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189
$617K 0.07%
7,206
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190
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191
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12,648
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192
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77,088
-1,608
193
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4,551
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194
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16,872
-1,951
195
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6,521
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196
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7,675
+3,385
197
$581K 0.07%
4,968
+1,644
198
$575K 0.07%
13,088
+2,858
199
$574K 0.07%
31,128
+1,972
200
$568K 0.07%
6,649
-552
6 7
8
9 10