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
1526
$12K ﹤0.01%
1,000
1527
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118
-42
1528
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1,064
+26
1529
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1,000
1530
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323
-215
1531
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432
+166
1532
$12K ﹤0.01%
8,200
+2,000
1533
$12K ﹤0.01%
382
-880
1534
$11K ﹤0.01%
190
+90
1535
$11K ﹤0.01%
269
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1536
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1,000
-36
1537
$11K ﹤0.01%
432
+12
1538
$11K ﹤0.01%
200
1539
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+194
1540
$11K ﹤0.01%
800
1541
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174
1542
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395
+70
1543
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294
-501
1544
$11K ﹤0.01%
95
+1
1545
$11K ﹤0.01%
1,105
1546
$11K ﹤0.01%
154
-63
1547
$11K ﹤0.01%
292
1548
$11K ﹤0.01%
292
-11
1549
$11K ﹤0.01%
43
+19
1550
$11K ﹤0.01%
46
+6
60 61
62
63 64