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%
+77
2077
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68
-27
2078
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+19
2079
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+25
2080
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2082
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12
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2083
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2084
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+47
2085
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25
+4
2086
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2087
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+150
2088
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77
-210
2089
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95
2090
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25
+13
2091
– –
0
2092
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+12
2093
– –
0
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31
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2095
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+10
2096
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485
-162
2097
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200
2098
$1K ﹤0.01%
+7
2099
$1K ﹤0.01%
+200
2100
$1K ﹤0.01%
47
-121
82 83
84
85 86