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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
2151
$1K ﹤0.01%
+32
2152
$1K ﹤0.01%
63
+26
2153
$1K ﹤0.01%
+30
2154
$1K ﹤0.01%
+10
2155
$1K ﹤0.01%
40
2156
$1K ﹤0.01%
55
-73
2157
$1K ﹤0.01%
20
2158
$1K ﹤0.01%
+9
2159
$1K ﹤0.01%
5
2160
$1K ﹤0.01%
+13
2161
$1K ﹤0.01%
51
2162
$1K ﹤0.01%
+200
2163
$1K ﹤0.01%
20
-6
2164
$1K ﹤0.01%
+2
2165
$1K ﹤0.01%
+12
2166
$1K ﹤0.01%
16
+2
2167
$1K ﹤0.01%
+30
2168
$1K ﹤0.01%
+42
2169
$1K ﹤0.01%
65
-1,510
2170
$1K ﹤0.01%
+20
2171
$1K ﹤0.01%
46
-126
2172
$1K ﹤0.01%
52
+30
2173
$1K ﹤0.01%
32
-7
2174
$1K ﹤0.01%
15
+6
2175
$1K ﹤0.01%
43
-99
85 86
87
88 89