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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$4.45M
3
+$3.79M
4
WFBI
WashingtonFirst Bankshares Inc
WFBI
+$2.62M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.39M

Top Sells

1
+$1.08M
2
+$1.04M
3
+$878K
4
ADP icon
Automatic Data Processing
ADP
+$353K
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
2101
$1K ﹤0.01%
14
2102
$1K ﹤0.01%
15
2103
$1K ﹤0.01%
+7
2104
– –
0
2105
$1K ﹤0.01%
59
+14
2106
– –
0
2107
$1K ﹤0.01%
+80
2108
$1K ﹤0.01%
34
+5
2109
$1K ﹤0.01%
79
+9
2110
$1K ﹤0.01%
21
-6
2111
$1K ﹤0.01%
38
2112
$1K ﹤0.01%
55
+7
2113
$1K ﹤0.01%
5
2114
$1K ﹤0.01%
54
-373
2115
$1K ﹤0.01%
156
-37
2116
$1K ﹤0.01%
+35
2117
$1K ﹤0.01%
64
-21
2118
$1K ﹤0.01%
+68
2119
$1K ﹤0.01%
2
-64
2120
$1K ﹤0.01%
27
+14
2121
$1K ﹤0.01%
70
2122
$1K ﹤0.01%
46
+14
2123
$1K ﹤0.01%
319
2124
$1K ﹤0.01%
54
+25
2125
$1K ﹤0.01%
38
83 84
85
86 87