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
1776
$6K ﹤0.01%
253
+94
1777
$6K ﹤0.01%
1,884
-184
1778
– –
0
1779
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1,000
1780
$5K ﹤0.01%
1,268
-970
1781
– –
0
1782
$5K ﹤0.01%
448
-1,112
1783
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100
1784
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165
-187
1785
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122
+72
1786
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241
+37
1787
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105
1788
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111
+5
1789
$5K ﹤0.01%
280
-39
1790
$5K ﹤0.01%
+174
1791
$5K ﹤0.01%
119
-1,075
1792
$5K ﹤0.01%
97
-22
1793
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154
+116
1794
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132
-297
1795
$5K ﹤0.01%
103
1796
$5K ﹤0.01%
123
1797
$5K ﹤0.01%
90
+33
1798
$5K ﹤0.01%
+220
1799
$5K ﹤0.01%
9
+2
1800
$5K ﹤0.01%
122
-48
70 71
72
73 74