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
$918M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,682
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.98M
3
+$1.83M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.81M
5
SHLO
Shiloh Industries Inc
SHLO
+$1.7M

Top Sells

1
+$912K
2
+$902K
3
+$573K
4
EGBN icon
Eagle Bancorp
EGBN
+$549K
5
WBMD
WebMD Health Corp.
WBMD
+$429K

Sector Composition

1 Financials 7.9%
2 Technology 7.22%
3 Healthcare 6.29%
4 Industrials 5.2%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
– –
-8
2552
– –
-18
2553
$0 ﹤0.01%
+9
2554
$0 ﹤0.01%
+4
2555
$0 ﹤0.01%
5
2556
– –
0
2557
$0 ﹤0.01%
+10
2558
– –
-103
2559
– –
-11
2560
$0 ﹤0.01%
+8
2561
– –
-90
2562
$0 ﹤0.01%
+3
2563
$0 ﹤0.01%
+15
2564
$0 ﹤0.01%
+20
2565
– –
-5
2566
$0 ﹤0.01%
2
2567
– –
0
2568
– –
-200
2569
$0 ﹤0.01%
+1
2570
– –
0
2571
$0 ﹤0.01%
+6
2572
$0 ﹤0.01%
8
+5
2573
$0 ﹤0.01%
+6
2574
$0 ﹤0.01%
+2
2575
$0 ﹤0.01%
+5
101 102
103
104 105