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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
2201
$1K ﹤0.01%
24
-30
2202
$1K ﹤0.01%
17
-78
2203
$1K ﹤0.01%
31
+9
2204
$1K ﹤0.01%
+31
2205
$1K ﹤0.01%
+6
2206
$1K ﹤0.01%
27
2207
$1K ﹤0.01%
10
-1
2208
$1K ﹤0.01%
27
-8
2209
$1K ﹤0.01%
+28
2210
$1K ﹤0.01%
53
-1
2211
$1K ﹤0.01%
7
2212
$1K ﹤0.01%
+84
2213
$1K ﹤0.01%
9
+3
2214
$1K ﹤0.01%
+25
2215
$1K ﹤0.01%
485
-162
2216
$1K ﹤0.01%
200
2217
$1K ﹤0.01%
+7
2218
$1K ﹤0.01%
+200
2219
$1K ﹤0.01%
+11
2220
– –
0
2221
$1K ﹤0.01%
+55
2222
$1K ﹤0.01%
28
2223
$1K ﹤0.01%
17
-35
2224
$1K ﹤0.01%
23
-43
2225
– –
-60
87 88
89
90 91