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
1976
$2K ﹤0.01%
95
1977
$2K ﹤0.01%
100
-140
1978
$2K ﹤0.01%
16
-18
1979
$2K ﹤0.01%
+39
1980
$2K ﹤0.01%
100
1981
$2K ﹤0.01%
34
+3
1982
$2K ﹤0.01%
109
1983
$2K ﹤0.01%
5,000
1984
$2K ﹤0.01%
39
1985
$2K ﹤0.01%
41
1986
$2K ﹤0.01%
163
1987
$2K ﹤0.01%
179
1988
$2K ﹤0.01%
20
1989
$2K ﹤0.01%
259
+76
1990
$2K ﹤0.01%
28
-71
1991
$2K ﹤0.01%
48
-9
1992
$2K ﹤0.01%
40
1993
$2K ﹤0.01%
131
-39
1994
$2K ﹤0.01%
43
-1,143
1995
$2K ﹤0.01%
188
+20
1996
– –
0
1997
$2K ﹤0.01%
57
-38
1998
$2K ﹤0.01%
41
1999
$2K ﹤0.01%
141
+37
2000
$2K ﹤0.01%
59
78 79
80
81 82