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
1851
$4K ﹤0.01%
+218
1852
$4K ﹤0.01%
205
+5
1853
$4K ﹤0.01%
252
+7
1854
$4K ﹤0.01%
93
+3
1855
$4K ﹤0.01%
291
-45
1856
$4K ﹤0.01%
177
1857
– –
0
1858
$4K ﹤0.01%
252
-16
1859
$4K ﹤0.01%
201
+22
1860
$4K ﹤0.01%
167
+6
1861
$4K ﹤0.01%
340
1862
$4K ﹤0.01%
87
-400
1863
$4K ﹤0.01%
89
+9
1864
$4K ﹤0.01%
63
+6
1865
$4K ﹤0.01%
150
+14
1866
$4K ﹤0.01%
182
+5
1867
$4K ﹤0.01%
300
1868
$4K ﹤0.01%
75
1869
$4K ﹤0.01%
77
1870
$4K ﹤0.01%
51
1871
$4K ﹤0.01%
184
+2
1872
$4K ﹤0.01%
71
-51
1873
$4K ﹤0.01%
492
+458
1874
$4K ﹤0.01%
57
1875
$4K ﹤0.01%
65
+8
73 74
75
76 77