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
1326
$18K ﹤0.01%
552
-51
1327
$18K ﹤0.01%
457
1328
$18K ﹤0.01%
1,089
-53
1329
$18K ﹤0.01%
379
-10
1330
$18K ﹤0.01%
469
+193
1331
$18K ﹤0.01%
2,077
-518
1332
$18K ﹤0.01%
385
1333
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1,368
1334
$18K ﹤0.01%
375
1335
$18K ﹤0.01%
1,341
1336
$18K ﹤0.01%
1,446
-1,312
1337
$18K ﹤0.01%
612
+64
1338
$18K ﹤0.01%
1,172
-34
1339
$18K ﹤0.01%
362
1340
$18K ﹤0.01%
1,021
1341
$18K ﹤0.01%
380
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1342
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297
-2
1343
$18K ﹤0.01%
309
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1344
$17K ﹤0.01%
319
-207
1345
$17K ﹤0.01%
382
+35
1346
$17K ﹤0.01%
898
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1347
$17K ﹤0.01%
196
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1348
$17K ﹤0.01%
142
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1349
$17K ﹤0.01%
222
-34
1350
$17K ﹤0.01%
677
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52 53
54
55 56