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
1976
$2K ﹤0.01%
42
1977
$2K ﹤0.01%
32
+26
1978
$2K ﹤0.01%
117
-5
1979
$2K ﹤0.01%
+25
1980
$2K ﹤0.01%
5
1981
$2K ﹤0.01%
+25
1982
$2K ﹤0.01%
58
-1
1983
$2K ﹤0.01%
31
1984
$2K ﹤0.01%
64
1985
$2K ﹤0.01%
41
1986
$2K ﹤0.01%
168
-100
1987
$2K ﹤0.01%
128
+10
1988
$2K ﹤0.01%
42
+4
1989
$2K ﹤0.01%
142
1990
$2K ﹤0.01%
158
1991
$2K ﹤0.01%
+60
1992
$2K ﹤0.01%
+99
1993
$2K ﹤0.01%
50
-5
1994
$2K ﹤0.01%
+180
1995
– –
0
1996
$2K ﹤0.01%
+100
1997
$2K ﹤0.01%
+33
1998
$2K ﹤0.01%
39
-65
1999
$2K ﹤0.01%
50
+17
2000
$2K ﹤0.01%
83
78 79
80
81 82