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
1401
$15K ﹤0.01%
1,100
1402
$15K ﹤0.01%
271
1403
$15K ﹤0.01%
1,035
+13
1404
$15K ﹤0.01%
11
1405
$15K ﹤0.01%
306
+46
1406
$15K ﹤0.01%
2,035
+910
1407
$15K ﹤0.01%
642
1408
– –
0
1409
$15K ﹤0.01%
1,650
+125
1410
$15K ﹤0.01%
274
-67
1411
$15K ﹤0.01%
+568
1412
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326
1413
$15K ﹤0.01%
+398
1414
– –
0
1415
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115
+48
1416
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72
-42
1417
$15K ﹤0.01%
575
-330
1418
$15K ﹤0.01%
1,050
+14
1419
$15K ﹤0.01%
542
1420
$15K ﹤0.01%
511
+200
1421
$15K ﹤0.01%
370
+10
1422
$15K ﹤0.01%
605
-235
1423
$15K ﹤0.01%
682
-15
1424
$15K ﹤0.01%
916
-18
1425
$15K ﹤0.01%
96
+5
55 56
57
58 59