We are live on ! Find out more
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
1576
$10K ﹤0.01%
133
+33
1577
$10K ﹤0.01%
137
+4
1578
$10K ﹤0.01%
1,171
1579
$10K ﹤0.01%
731
1580
$10K ﹤0.01%
600
1581
$10K ﹤0.01%
228
+159
1582
$10K ﹤0.01%
212
+180
1583
$10K ﹤0.01%
700
+200
1584
$10K ﹤0.01%
122
+6
1585
$10K ﹤0.01%
360
+7
1586
$10K ﹤0.01%
87
1587
$10K ﹤0.01%
405
-95
1588
$10K ﹤0.01%
117
+9
1589
$10K ﹤0.01%
229
+33
1590
$10K ﹤0.01%
595
-537
1591
$10K ﹤0.01%
419
1592
$10K ﹤0.01%
239
-56
1593
$10K ﹤0.01%
466
+188
1594
$10K ﹤0.01%
87
+50
1595
$9K ﹤0.01%
242
+53
1596
$9K ﹤0.01%
100
1597
$9K ﹤0.01%
166
1598
$9K ﹤0.01%
393
1599
$9K ﹤0.01%
578
1600
$9K ﹤0.01%
253
-6
62 63
64
65 66