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
1501
$12K ﹤0.01%
384
-4,382
1502
$12K ﹤0.01%
408
1503
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459
1504
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267
1505
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300
+100
1506
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562
-89
1507
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335
+44
1508
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458
+89
1509
$12K ﹤0.01%
29
+17
1510
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395
1511
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500
1512
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220
+30
1513
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500
-4
1514
$12K ﹤0.01%
1,551
1515
$12K ﹤0.01%
266
1516
– –
0
1517
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350
1518
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186
+15
1519
$12K ﹤0.01%
510
+35
1520
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263
-7
1521
$12K ﹤0.01%
135
+4
1522
$12K ﹤0.01%
520
1523
$12K ﹤0.01%
192
+29
1524
$12K ﹤0.01%
223
+125
1525
$12K ﹤0.01%
243
+29
59 60
61
62 63