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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
2001
$2K ﹤0.01%
60
+1
2002
– –
0
2003
$2K ﹤0.01%
80
2004
$2K ﹤0.01%
100
2005
$2K ﹤0.01%
35
-35
2006
$2K ﹤0.01%
87
2007
$2K ﹤0.01%
16
-24
2008
$2K ﹤0.01%
25
-210
2009
$2K ﹤0.01%
26
-4
2010
$2K ﹤0.01%
1
2011
$2K ﹤0.01%
135
+35
2012
$2K ﹤0.01%
23
2013
$2K ﹤0.01%
178
-75
2014
$2K ﹤0.01%
95
2015
$2K ﹤0.01%
100
-140
2016
$2K ﹤0.01%
52
2017
$2K ﹤0.01%
20
+5
2018
$2K ﹤0.01%
27
+2
2019
$2K ﹤0.01%
16
-18
2020
$2K ﹤0.01%
+39
2021
$2K ﹤0.01%
100
2022
$2K ﹤0.01%
34
+3
2023
$2K ﹤0.01%
109
2024
$2K ﹤0.01%
5,000
2025
$2K ﹤0.01%
41
79 80
81
82 83