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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
1551
$11K ﹤0.01%
163
1552
$11K ﹤0.01%
+4
1553
$11K ﹤0.01%
424
1554
$11K ﹤0.01%
550
+7
1555
$11K ﹤0.01%
582
+422
1556
– –
0
1557
$11K ﹤0.01%
460
+60
1558
$11K ﹤0.01%
165
1559
– –
0
1560
$11K ﹤0.01%
423
1561
$11K ﹤0.01%
648
+200
1562
$11K ﹤0.01%
+1,000
1563
$10K ﹤0.01%
218
1564
$10K ﹤0.01%
117
-6
1565
$10K ﹤0.01%
218
+52
1566
$10K ﹤0.01%
395
1567
$10K ﹤0.01%
49
-55
1568
– –
0
1569
$10K ﹤0.01%
514
-82
1570
– –
0
1571
$10K ﹤0.01%
521
1572
$10K ﹤0.01%
1,928
-344
1573
$10K ﹤0.01%
446
+65
1574
$10K ﹤0.01%
152
1575
$10K ﹤0.01%
178
+14
61 62
63
64 65