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
1601
$9K ﹤0.01%
89
+3
1602
$9K ﹤0.01%
335
+91
1603
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171
+21
1604
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270
+5
1605
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1606
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74
+3
1607
$9K ﹤0.01%
1,864
+1,102
1608
$9K ﹤0.01%
1,789
+18
1609
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283
+140
1610
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760
1611
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441
+8
1612
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965
+61
1613
$9K ﹤0.01%
28,300
1614
$9K ﹤0.01%
1,553
1615
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242
+53
1616
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100
1617
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166
1618
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393
1619
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578
1620
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253
-6
1621
$9K ﹤0.01%
496
+122
1622
$9K ﹤0.01%
43
1623
$9K ﹤0.01%
500
+487
1624
$9K ﹤0.01%
161
1625
$9K ﹤0.01%
473