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
2026
$2K ﹤0.01%
124
-156
2027
$2K ﹤0.01%
36
-6
2028
$2K ﹤0.01%
29
-3
2029
$2K ﹤0.01%
25
2030
$2K ﹤0.01%
48
+40
2031
$2K ﹤0.01%
45
-15
2032
$2K ﹤0.01%
70
+38
2033
$2K ﹤0.01%
28
+5
2034
$2K ﹤0.01%
50
2035
$2K ﹤0.01%
34
+19
2036
$2K ﹤0.01%
180
2037
$2K ﹤0.01%
38
-47
2038
$2K ﹤0.01%
60
+1
2039
$2K ﹤0.01%
80
2040
$2K ﹤0.01%
100
2041
$2K ﹤0.01%
35
-35
2042
$2K ﹤0.01%
87
2043
$2K ﹤0.01%
16
-24
2044
$2K ﹤0.01%
25
-210
2045
$2K ﹤0.01%
26
-4
2046
$2K ﹤0.01%
1
2047
$2K ﹤0.01%
135
+35
2048
$2K ﹤0.01%
52
2049
$2K ﹤0.01%
20
+5
2050
$2K ﹤0.01%
27
+2
80 81
82
83 84