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
2076
$1K ﹤0.01%
+25
2077
$1K ﹤0.01%
+48
2078
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+36
2079
$1K ﹤0.01%
125
+103
2080
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12
2081
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19
+12
2082
$1K ﹤0.01%
32
+16
2083
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2084
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17
2085
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15
2086
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11
2087
$1K ﹤0.01%
+425
2088
$1K ﹤0.01%
+27
2089
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28
2090
$1K ﹤0.01%
37
-18
2091
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131
+61
2092
$1K ﹤0.01%
15
+7
2093
$1K ﹤0.01%
40
2094
$1K ﹤0.01%
27
-70
2095
$1K ﹤0.01%
+5
2096
$1K ﹤0.01%
32
2097
$1K ﹤0.01%
+51
2098
$1K ﹤0.01%
23
+14
2099
$1K ﹤0.01%
26
+6
2100
$1K ﹤0.01%
14
82 83
84
85 86