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
1901
$3K ﹤0.01%
+112
1902
$3K ﹤0.01%
75
+19
1903
$3K ﹤0.01%
138
1904
$3K ﹤0.01%
45
1905
$3K ﹤0.01%
113
+4
1906
$3K ﹤0.01%
186
1907
$3K ﹤0.01%
81
+49
1908
$3K ﹤0.01%
179
+166
1909
$3K ﹤0.01%
60
1910
$3K ﹤0.01%
600
1911
$3K ﹤0.01%
295
+6
1912
$3K ﹤0.01%
69
1913
$3K ﹤0.01%
111
1914
$3K ﹤0.01%
75
1915
$3K ﹤0.01%
49
-4
1916
$3K ﹤0.01%
169
+90
1917
$3K ﹤0.01%
220
1918
$3K ﹤0.01%
207
+7
1919
$3K ﹤0.01%
82
1920
$3K ﹤0.01%
225
+30
1921
$3K ﹤0.01%
1,209
+49
1922
$3K ﹤0.01%
+30
1923
$3K ﹤0.01%
1,501
-684
1924
$3K ﹤0.01%
154
1925
$3K ﹤0.01%
617
+246
75 76
77
78 79