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
2026
$2K ﹤0.01%
100
+13
2027
$2K ﹤0.01%
23
-4
2028
$2K ﹤0.01%
253
+22
2029
$2K ﹤0.01%
41
2030
$2K ﹤0.01%
647
-73
2031
$2K ﹤0.01%
+125
2032
$2K ﹤0.01%
200
2033
$2K ﹤0.01%
+27
2034
$2K ﹤0.01%
179
2035
$2K ﹤0.01%
+20
2036
$2K ﹤0.01%
131
-61
2037
$2K ﹤0.01%
183
-5,761
2038
$2K ﹤0.01%
95
+46
2039
– –
0
2040
$2K ﹤0.01%
26
2041
$2K ﹤0.01%
40
+3
2042
$2K ﹤0.01%
155
+90
2043
$2K ﹤0.01%
170
+10
2044
$2K ﹤0.01%
168
+57
2045
$2K ﹤0.01%
+131
2046
$2K ﹤0.01%
+255
2047
$2K ﹤0.01%
41
-131
2048
$2K ﹤0.01%
104
+12
2049
$2K ﹤0.01%
59
2050
$2K ﹤0.01%
187
+162
80 81
82
83 84