We are live on ! Find out more
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
1751
$5K ﹤0.01%
155
+42
1752
$5K ﹤0.01%
119
-16
1753
$5K ﹤0.01%
126
+121
1754
$5K ﹤0.01%
356
+13
1755
$5K ﹤0.01%
+64
1756
$5K ﹤0.01%
824
1757
$5K ﹤0.01%
239
-63
1758
– –
0
1759
– –
0
1760
$5K ﹤0.01%
+246
1761
$5K ﹤0.01%
1,052
+93
1762
$5K ﹤0.01%
40
+29
1763
$5K ﹤0.01%
247
+132
1764
$5K ﹤0.01%
+221
1765
$5K ﹤0.01%
+82
1766
$5K ﹤0.01%
990
+802
1767
$5K ﹤0.01%
12
+3
1768
– –
0
1769
$5K ﹤0.01%
+103
1770
$5K ﹤0.01%
100
1771
$5K ﹤0.01%
66
+21
1772
$5K ﹤0.01%
161
+11
1773
$5K ﹤0.01%
105
+8
1774
$5K ﹤0.01%
106
+4
1775
$5K ﹤0.01%
319
69 70
71
72 73