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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
1451
$14K ﹤0.01%
891
1452
$14K ﹤0.01%
375
-185
1453
$14K ﹤0.01%
876
+80
1454
$14K ﹤0.01%
425
+99
1455
– –
0
1456
$14K ﹤0.01%
267
+2
1457
$14K ﹤0.01%
706
+189
1458
$14K ﹤0.01%
356
+167
1459
$14K ﹤0.01%
+252
1460
$14K ﹤0.01%
284
-34
1461
$13K ﹤0.01%
127
-167
1462
$13K ﹤0.01%
525
1463
$13K ﹤0.01%
340
-7
1464
$13K ﹤0.01%
248
-102
1465
$13K ﹤0.01%
60
+1
1466
$13K ﹤0.01%
354
-3
1467
$13K ﹤0.01%
1,418
-413
1468
$13K ﹤0.01%
308
1469
$13K ﹤0.01%
250
1470
$13K ﹤0.01%
490
1471
$13K ﹤0.01%
627
+17
1472
$13K ﹤0.01%
264
1473
$13K ﹤0.01%
440
+3
1474
$13K ﹤0.01%
173
+3
1475
$13K ﹤0.01%
230
+114
57 58
59
60 61