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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
1676
$8K ﹤0.01%
162
+10
1677
$8K ﹤0.01%
127
1678
$8K ﹤0.01%
71
-56
1679
$7K ﹤0.01%
1,000
1680
$7K ﹤0.01%
1,797
1681
$7K ﹤0.01%
79
-34
1682
$7K ﹤0.01%
3,000
1683
$7K ﹤0.01%
208
+144
1684
$7K ﹤0.01%
181
+111
1685
$7K ﹤0.01%
39
+15
1686
$7K ﹤0.01%
94
+12
1687
$7K ﹤0.01%
990
1688
$7K ﹤0.01%
322
+7
1689
$7K ﹤0.01%
187
1690
$7K ﹤0.01%
55
+7
1691
$7K ﹤0.01%
78
+17
1692
$7K ﹤0.01%
115
+19
1693
$7K ﹤0.01%
1,653
+37
1694
$7K ﹤0.01%
187
-6
1695
$7K ﹤0.01%
170
-398
1696
$7K ﹤0.01%
951
1697
$7K ﹤0.01%
186
1698
$7K ﹤0.01%
302
1699
$7K ﹤0.01%
164
+12
1700
$7K ﹤0.01%
139
+48
66 67
68
69 70