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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
2226
– –
-159
2227
– –
-84
2228
– –
-29
2229
– –
-132
2230
– –
-6
2231
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-383
2232
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-311
2233
– –
-89
2234
$0 ﹤0.01%
95
2235
$0 ﹤0.01%
12
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2236
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-22
2237
$0 ﹤0.01%
20
2238
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0
2239
– –
-11
2240
$0 ﹤0.01%
14
-10
2241
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17
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2242
$0 ﹤0.01%
18
+2
2243
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0
2244
$0 ﹤0.01%
+3
2245
$0 ﹤0.01%
20
2246
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-2,538
2247
$0 ﹤0.01%
+6
2248
$0 ﹤0.01%
+34
2249
$0 ﹤0.01%
+124
2250
– –
-2,599
88 89
90
91 92