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
1251
$23K ﹤0.01%
807
-102
1252
$23K ﹤0.01%
632
+260
1253
$23K ﹤0.01%
1,511
1254
$23K ﹤0.01%
2,298
-27
1255
$23K ﹤0.01%
301
+34
1256
$23K ﹤0.01%
+1,190
1257
$23K ﹤0.01%
492
+11
1258
$23K ﹤0.01%
267
-2
1259
$23K ﹤0.01%
640
+63
1260
$23K ﹤0.01%
+219
1261
$23K ﹤0.01%
1,649
+166
1262
– –
0
1263
$22K ﹤0.01%
343
+24
1264
$22K ﹤0.01%
211
-121
1265
$22K ﹤0.01%
1,539
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1266
$22K ﹤0.01%
2,993
1267
– –
0
1268
$22K ﹤0.01%
150
-2
1269
$22K ﹤0.01%
700
1270
$22K ﹤0.01%
524
-14
1271
$22K ﹤0.01%
476
-19
1272
$22K ﹤0.01%
323
+4
1273
$22K ﹤0.01%
526
+31
1274
$22K ﹤0.01%
465
+10
1275
$22K ﹤0.01%
156
49 50
51
52 53