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
176
$700K 0.08%
11,709
-177
177
$697K 0.08%
4,578
-271
178
$696K 0.08%
13,655
+12,923
179
$695K 0.08%
4,061
+168
180
$676K 0.07%
12,633
-4
181
$671K 0.07%
6,142
-1,165
182
$668K 0.07%
9,024
-1,180
183
$668K 0.07%
8,340
+1,850
184
$665K 0.07%
4,879
-415
185
$661K 0.07%
31,244
+116
186
$659K 0.07%
6,430
-190
187
$657K 0.07%
13,633
-1,525
188
$657K 0.07%
7,022
-461
189
$655K 0.07%
4,687
+136
190
$653K 0.07%
17,700
-364
191
$652K 0.07%
7,272
+1,547
192
$651K 0.07%
15,318
+1,901
193
$649K 0.07%
7,731
-1,139
194
$646K 0.07%
78,192
+1,104
195
$646K 0.07%
10,950
-967
196
$644K 0.07%
15,849
+270
197
$644K 0.07%
13,717
-93
198
$637K 0.07%
33,190
-1,524
199
$637K 0.07%
25,137
+3,098
200
$636K 0.07%
6,809
+160
6 7
8
9 10