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
1476
$13K ﹤0.01%
440
+3
1477
$13K ﹤0.01%
173
+3
1478
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230
+114
1479
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234
+55
1480
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1,013
1481
$13K ﹤0.01%
207
1482
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170
-1
1483
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473
-16
1484
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200
1485
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345
+40
1486
$13K ﹤0.01%
1,021
-1,454
1487
$13K ﹤0.01%
301
-18
1488
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315
+146
1489
$13K ﹤0.01%
969
-18
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414
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1491
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690
1492
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140
1493
$13K ﹤0.01%
395
-6,438
1494
$12K ﹤0.01%
262
-4
1495
$12K ﹤0.01%
177
-138
1496
$12K ﹤0.01%
290
+30
1497
$12K ﹤0.01%
332
-276
1498
– –
0
1499
$12K ﹤0.01%
325
1500
$12K ﹤0.01%
396
+92
58 59
60
61 62