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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
2076
$1K ﹤0.01%
+1
2077
$1K ﹤0.01%
16
-34
2078
$1K ﹤0.01%
101
-96
2079
$1K ﹤0.01%
95
2080
$1K ﹤0.01%
25
+13
2081
– –
0
2082
$1K ﹤0.01%
+12
2083
– –
0
2084
$1K ﹤0.01%
31
-17
2085
$1K ﹤0.01%
+10
2086
$1K ﹤0.01%
+29
2087
$1K ﹤0.01%
27
-62
2088
$1K ﹤0.01%
5
2089
$1K ﹤0.01%
54
2090
$1K ﹤0.01%
+77
2091
$1K ﹤0.01%
68
-27
2092
$1K ﹤0.01%
388
2093
$1K ﹤0.01%
+150
2094
$1K ﹤0.01%
+30
2095
$1K ﹤0.01%
34
2096
$1K ﹤0.01%
47
-121
2097
$1K ﹤0.01%
17
+10
2098
$1K ﹤0.01%
20
+16
2099
$1K ﹤0.01%
5
+4
2100
$1K ﹤0.01%
61
82 83
84
85 86