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
1751
$6K ﹤0.01%
514
+14
1752
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1753
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+9
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1757
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1763
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500
-1,500
1765
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-3,593
1766
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40
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1768
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1769
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40
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1770
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200
1771
– –
0
1772
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2,105
1773
$6K ﹤0.01%
179
+58
1774
$6K ﹤0.01%
66
+4
1775
$6K ﹤0.01%
375
+10
69 70
71
72 73