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
1076
$38K ﹤0.01%
875
+31
1077
– –
0
1078
$37K ﹤0.01%
476
+48
1079
$37K ﹤0.01%
335
-93
1080
$37K ﹤0.01%
6,894
1081
$37K ﹤0.01%
1,105
-146
1082
$37K ﹤0.01%
484
1083
$37K ﹤0.01%
800
-6
1084
$37K ﹤0.01%
2,140
+334
1085
$37K ﹤0.01%
2,992
+654
1086
$37K ﹤0.01%
735
+184
1087
$37K ﹤0.01%
2,003
+516
1088
$36K ﹤0.01%
756
+193
1089
$36K ﹤0.01%
1,866
-2,318
1090
$36K ﹤0.01%
201
-113
1091
$36K ﹤0.01%
864
+27
1092
$36K ﹤0.01%
375
-84
1093
$36K ﹤0.01%
2,197
-37
1094
$36K ﹤0.01%
600
1095
$36K ﹤0.01%
382
+48
1096
$36K ﹤0.01%
394
-4
1097
$36K ﹤0.01%
1,925
-387
1098
$36K ﹤0.01%
9,795
-1,152
1099
$36K ﹤0.01%
323
1100
$36K ﹤0.01%
1,214
-417
42 43
44
45 46