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
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+4
1553
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424
1554
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550
+7
1555
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+1,000
1556
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582
+422
1557
– –
0
1558
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460
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1559
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165
1560
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0
1561
$11K ﹤0.01%
423
1562
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648
+200
1563
$10K ﹤0.01%
133
+33
1564
$10K ﹤0.01%
137
+4
1565
$10K ﹤0.01%
1,171
1566
$10K ﹤0.01%
731
1567
$10K ﹤0.01%
228
+159
1568
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212
+180
1569
$10K ﹤0.01%
700
+200
1570
$10K ﹤0.01%
360
+7
1571
$10K ﹤0.01%
87
1572
$10K ﹤0.01%
405
-95
1573
$10K ﹤0.01%
117
+9
1574
$10K ﹤0.01%
229
+33
1575
$10K ﹤0.01%
595
-537
61 62
63
64 65