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
2251
– –
-1,500
2252
– –
-300
2253
– –
-1,045
2254
– –
-126
2255
– –
-3,253
2256
– –
-500
2257
– –
0
2258
– –
-3
2259
$0 ﹤0.01%
10
2260
– –
-510
2261
– –
-8,100
2262
– –
-2
2263
$0 ﹤0.01%
20
2264
$0 ﹤0.01%
30
2265
– –
-5
2266
$0 ﹤0.01%
34
2267
– –
-495
2268
$0 ﹤0.01%
6
2269
– –
-97
2270
– –
-4,620
2271
$0 ﹤0.01%
124
+58
2272
– –
-276
2273
$0 ﹤0.01%
16
2274
– –
-300
2275
– –
-1,100
89 90
91
92 93