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
2301
$0 ﹤0.01%
22
2302
$0 ﹤0.01%
17
-46
2303
$0 ﹤0.01%
32
2304
$0 ﹤0.01%
+12
2305
$0 ﹤0.01%
2
2306
$0 ﹤0.01%
19
2307
$0 ﹤0.01%
8
+1
2308
$0 ﹤0.01%
30
+8
2309
$0 ﹤0.01%
1
2310
$0 ﹤0.01%
98
2311
$0 ﹤0.01%
224
+98
2312
$0 ﹤0.01%
33
2313
$0 ﹤0.01%
11
2314
$0 ﹤0.01%
3
-3
2315
$0 ﹤0.01%
33
-1
2316
$0 ﹤0.01%
+15
2317
$0 ﹤0.01%
16
2318
– –
-27
2319
$0 ﹤0.01%
5
2320
– –
-5
2321
$0 ﹤0.01%
110
+60
2322
$0 ﹤0.01%
+2
2323
– –
-30
2324
$0 ﹤0.01%
8
2325
$0 ﹤0.01%
+4
91 92
93
94 95