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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
1851
$4K ﹤0.01%
32
-17
1852
$4K ﹤0.01%
37
1853
$4K ﹤0.01%
83
-2
1854
$4K ﹤0.01%
131
1855
$4K ﹤0.01%
204
+21
1856
$4K ﹤0.01%
340
1857
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57
1858
$4K ﹤0.01%
65
+8
1859
$4K ﹤0.01%
27
-400
1860
$4K ﹤0.01%
98
1861
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71
+18
1862
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130
+126
1863
$4K ﹤0.01%
72
1864
$4K ﹤0.01%
200
1865
$4K ﹤0.01%
227
1866
$4K ﹤0.01%
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1867
$4K ﹤0.01%
28
1868
$4K ﹤0.01%
+1,100
1869
$4K ﹤0.01%
42
-67
1870
$4K ﹤0.01%
37
+16
1871
$4K ﹤0.01%
+218
1872
$4K ﹤0.01%
205
+5
1873
$4K ﹤0.01%
252
+7
1874
$4K ﹤0.01%
93
+3
1875
$4K ﹤0.01%
241
+9
73 74
75
76 77