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
2051
$2K ﹤0.01%
95
+12
2052
$2K ﹤0.01%
93
2053
$1K ﹤0.01%
103
+52
2054
$1K ﹤0.01%
11
2055
$1K ﹤0.01%
+61
2056
$1K ﹤0.01%
84
2057
$1K ﹤0.01%
15
2058
$1K ﹤0.01%
69
2059
$1K ﹤0.01%
54
2060
$1K ﹤0.01%
345
+279
2061
$1K ﹤0.01%
32
2062
$1K ﹤0.01%
83
-19
2063
$1K ﹤0.01%
+289
2064
$1K ﹤0.01%
15
2065
$1K ﹤0.01%
+40
2066
$1K ﹤0.01%
34
2067
$1K ﹤0.01%
45
2068
$1K ﹤0.01%
86
-2
2069
$1K ﹤0.01%
+100
2070
$1K ﹤0.01%
49
2071
$1K ﹤0.01%
20
+3
2072
$1K ﹤0.01%
+57
2073
$1K ﹤0.01%
12
2074
$1K ﹤0.01%
7
-2
2075
$1K ﹤0.01%
+50
81 82
83
84 85