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%
33
2077
$1K ﹤0.01%
47
+31
2078
$1K ﹤0.01%
59
-15
2079
$1K ﹤0.01%
12
+4
2080
$1K ﹤0.01%
+59
2081
$1K ﹤0.01%
103
+52
2082
$1K ﹤0.01%
27
2083
$1K ﹤0.01%
+34
2084
$1K ﹤0.01%
86
-2
2085
$1K ﹤0.01%
+7
2086
$1K ﹤0.01%
+289
2087
$1K ﹤0.01%
15
2088
$1K ﹤0.01%
+40
2089
$1K ﹤0.01%
34
2090
$1K ﹤0.01%
12
2091
$1K ﹤0.01%
7
-2
2092
$1K ﹤0.01%
+50
2093
$1K ﹤0.01%
+25
2094
$1K ﹤0.01%
+48
2095
$1K ﹤0.01%
+36
2096
$1K ﹤0.01%
125
+103
2097
$1K ﹤0.01%
12
2098
$1K ﹤0.01%
19
+12
2099
$1K ﹤0.01%
32
+16
2100
$1K ﹤0.01%
21
82 83
84
85 86