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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
2126
$1K ﹤0.01%
18
-22
2127
– –
0
2128
$1K ﹤0.01%
27
2129
$1K ﹤0.01%
24
2130
$1K ﹤0.01%
261
+85
2131
$1K ﹤0.01%
+65
2132
$1K ﹤0.01%
100
2133
$1K ﹤0.01%
22
2134
$1K ﹤0.01%
31
2135
$1K ﹤0.01%
27
2136
$1K ﹤0.01%
11
-223
2137
$1K ﹤0.01%
35
2138
$1K ﹤0.01%
54
2139
$1K ﹤0.01%
107
-208
2140
$1K ﹤0.01%
7
-1
2141
$1K ﹤0.01%
24
+3
2142
$1K ﹤0.01%
6
2143
$1K ﹤0.01%
30
+5
2144
$1K ﹤0.01%
33
2145
$1K ﹤0.01%
47
+31
2146
$1K ﹤0.01%
59
-15
2147
$1K ﹤0.01%
12
+4
2148
$1K ﹤0.01%
+59
2149
$1K ﹤0.01%
7
-68
2150
$1K ﹤0.01%
34
84 85
86
87 88