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%
55
+41
1627
$9K ﹤0.01%
303
+40
1628
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284
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421
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1630
$9K ﹤0.01%
1,702
1631
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131
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1633
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336
1634
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905
+18
1635
$9K ﹤0.01%
383
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1636
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92
+4
1637
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288
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1638
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150
1639
$8K ﹤0.01%
614
+104
1640
$8K ﹤0.01%
168
-6
1641
$8K ﹤0.01%
+580
1642
$8K ﹤0.01%
267
1643
$8K ﹤0.01%
307
-21
1644
$8K ﹤0.01%
76
1645
$8K ﹤0.01%
102
+4
1646
$8K ﹤0.01%
232
1647
$8K ﹤0.01%
340
+93
1648
$8K ﹤0.01%
42
-41
1649
$8K ﹤0.01%
115
+15
1650
$8K ﹤0.01%
172
-319
64 65
66
67 68