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
1201
$27K ﹤0.01%
964
-224
1202
$27K ﹤0.01%
1,270
1203
$26K ﹤0.01%
887
-329
1204
$26K ﹤0.01%
244
-29
1205
$26K ﹤0.01%
450
+185
1206
$26K ﹤0.01%
2,000
1207
– –
0
1208
$26K ﹤0.01%
1,933
+130
1209
– –
0
1210
$26K ﹤0.01%
828
-77
1211
$26K ﹤0.01%
779
-122
1212
$26K ﹤0.01%
587
+144
1213
$26K ﹤0.01%
340
+5
1214
$25K ﹤0.01%
432
+79
1215
$25K ﹤0.01%
1,290
-180
1216
$25K ﹤0.01%
1,739
+12
1217
$25K ﹤0.01%
1,803
+298
1218
$25K ﹤0.01%
484
+2
1219
$25K ﹤0.01%
+1,174
1220
$25K ﹤0.01%
1,833
+255
1221
$25K ﹤0.01%
3,990
1222
$25K ﹤0.01%
514
+14
1223
$25K ﹤0.01%
488
+163
1224
$25K ﹤0.01%
240
-29
1225
$25K ﹤0.01%
234
-4
47 48
49
50 51