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
2276
– –
-50
2277
$0 ﹤0.01%
+34
2278
– –
-200
2279
$0 ﹤0.01%
5
-4
2280
– –
0
2281
$0 ﹤0.01%
50
2282
– –
0
2283
– –
-500
2284
$0 ﹤0.01%
6
2285
$0 ﹤0.01%
13
2286
– –
0
2287
$0 ﹤0.01%
6
-42
2288
– –
-500
2289
$0 ﹤0.01%
+5
2290
$0 ﹤0.01%
+2
2291
$0 ﹤0.01%
7
+3
2292
$0 ﹤0.01%
4
2293
$0 ﹤0.01%
1
-3
2294
– –
0
2295
$0 ﹤0.01%
3
-13
2296
$0 ﹤0.01%
9
-61
2297
– –
0
2298
$0 ﹤0.01%
1
2299
$0 ﹤0.01%
69
-8
2300
– –
-6
90 91
92
93 94