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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
1351
$17K ﹤0.01%
+766
1352
$17K ﹤0.01%
95
-22
1353
$17K ﹤0.01%
174
1354
$17K ﹤0.01%
368
+2
1355
$17K ﹤0.01%
319
-207
1356
$17K ﹤0.01%
382
+35
1357
$17K ﹤0.01%
898
+17
1358
$17K ﹤0.01%
196
+10
1359
$17K ﹤0.01%
142
+33
1360
$17K ﹤0.01%
222
-34
1361
$17K ﹤0.01%
2,002
+415
1362
$17K ﹤0.01%
731
-127
1363
$17K ﹤0.01%
488
+11
1364
$17K ﹤0.01%
498
-11
1365
$17K ﹤0.01%
673
+41
1366
$17K ﹤0.01%
550
-70
1367
$17K ﹤0.01%
981
+277
1368
$17K ﹤0.01%
290
-90
1369
$17K ﹤0.01%
677
+77
1370
$17K ﹤0.01%
156
1371
$17K ﹤0.01%
195
1372
– –
0
1373
$16K ﹤0.01%
361
+161
1374
$16K ﹤0.01%
509
+9
1375
$16K ﹤0.01%
934
+87
53 54
55
56 57