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
1651
$8K ﹤0.01%
108
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1652
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65
1653
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+1,200
1654
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100
+2
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371
+17
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228
-53
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+10
1660
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71
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104
+27
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1666
– –
0
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271
+150
1668
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656
-209
1669
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71
-17
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253
+3
1671
$8K ﹤0.01%
193
+8
1672
$8K ﹤0.01%
52
+3
1673
$8K ﹤0.01%
302
-2,356
1674
$8K ﹤0.01%
244
1675
$8K ﹤0.01%
580
+568
65 66
67
68 69