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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
1626
$9K ﹤0.01%
284
1627
$9K ﹤0.01%
421
-89
1628
$9K ﹤0.01%
1,702
1629
$9K ﹤0.01%
131
-103
1630
$9K ﹤0.01%
262
1631
$9K ﹤0.01%
336
1632
$9K ﹤0.01%
905
+18
1633
$9K ﹤0.01%
383
-56
1634
$9K ﹤0.01%
92
+4
1635
$9K ﹤0.01%
28,300
1636
$9K ﹤0.01%
1,553
1637
$8K ﹤0.01%
98
+8
1638
$8K ﹤0.01%
160
1639
$8K ﹤0.01%
104
+27
1640
$8K ﹤0.01%
100
1641
– –
0
1642
$8K ﹤0.01%
271
+150
1643
$8K ﹤0.01%
288
-13
1644
$8K ﹤0.01%
150
1645
$8K ﹤0.01%
614
+104
1646
$8K ﹤0.01%
168
-6
1647
$8K ﹤0.01%
+580
1648
$8K ﹤0.01%
267
1649
$8K ﹤0.01%
307
-21
1650
$8K ﹤0.01%
76
64 65
66
67 68