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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
2051
$1K ﹤0.01%
+49
2052
$1K ﹤0.01%
133
+99
2053
$1K ﹤0.01%
35
+5
2054
$1K ﹤0.01%
250
-513
2055
$1K ﹤0.01%
33
2056
$1K ﹤0.01%
+2
2057
$1K ﹤0.01%
+14
2058
$1K ﹤0.01%
+19
2059
$1K ﹤0.01%
+25
2060
$1K ﹤0.01%
+21
2061
$1K ﹤0.01%
8
-4
2062
$1K ﹤0.01%
12
+5
2063
$1K ﹤0.01%
34
2064
$1K ﹤0.01%
+47
2065
$1K ﹤0.01%
25
+4
2066
$1K ﹤0.01%
77
-210
2067
$1K ﹤0.01%
46
2068
$1K ﹤0.01%
13
2069
$1K ﹤0.01%
45
2070
$1K ﹤0.01%
54
+31
2071
$1K ﹤0.01%
24
2072
$1K ﹤0.01%
16
2073
$1K ﹤0.01%
43
2074
$1K ﹤0.01%
117
-70
2075
$1K ﹤0.01%
+27
81 82
83
84 85