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
1126
$32K ﹤0.01%
1,138
-99
1127
$32K ﹤0.01%
786
+109
1128
$32K ﹤0.01%
769
+201
1129
$32K ﹤0.01%
429
-67
1130
$32K ﹤0.01%
911
-32
1131
$32K ﹤0.01%
289
+74
1132
$32K ﹤0.01%
417
-23
1133
$32K ﹤0.01%
659
+136
1134
$32K ﹤0.01%
257
+6
1135
$32K ﹤0.01%
533
+76
1136
$32K ﹤0.01%
2,138
+1,288
1137
$32K ﹤0.01%
800
+345
1138
$32K ﹤0.01%
457
1139
$32K ﹤0.01%
975
+354
1140
$32K ﹤0.01%
344
+157
1141
– –
0
1142
$32K ﹤0.01%
+2,673
1143
$31K ﹤0.01%
+1,038
1144
$31K ﹤0.01%
788
+146
1145
– –
0
1146
$31K ﹤0.01%
1,074
+352
1147
$31K ﹤0.01%
926
-15
1148
$31K ﹤0.01%
1,167
+37
1149
$31K ﹤0.01%
650
-148
1150
$31K ﹤0.01%
+817
44 45
46
47 48