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
1801
$5K ﹤0.01%
525
+216
1802
$5K ﹤0.01%
240
1803
$5K ﹤0.01%
1,864
1804
$5K ﹤0.01%
707
1805
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27
+6
1806
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437
+378
1807
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85
-21
1808
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39
+7
1809
– –
0
1810
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99
+34
1811
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514
-192
1812
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94
+26
1813
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54
+11
1814
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94
+2
1815
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239
+91
1816
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82
-36
1817
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1818
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+80
1819
– –
0
1820
$5K ﹤0.01%
100
1821
$5K ﹤0.01%
252
+6
1822
$5K ﹤0.01%
100
1823
$5K ﹤0.01%
+40
1824
$5K ﹤0.01%
52
1825
$5K ﹤0.01%
112
+9
71 72
73
74 75