We are live on ! Find out more
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
2226
$0 ﹤0.01%
9
2227
– –
-290
2228
$0 ﹤0.01%
33
-29
2229
$0 ﹤0.01%
+4
2230
$0 ﹤0.01%
+9
2231
– –
-95
2232
– –
-65
2233
– –
-245
2234
$0 ﹤0.01%
+26
2235
$0 ﹤0.01%
4
2236
$0 ﹤0.01%
+52
2237
$0 ﹤0.01%
+100
2238
– –
0
2239
$0 ﹤0.01%
+7
2240
$0 ﹤0.01%
96
2241
$0 ﹤0.01%
+9
2242
$0 ﹤0.01%
+6
2243
– –
-21,816
2244
– –
-7,322
2245
– –
0
2246
– –
-784
2247
– –
-5
2248
– –
-11,175
2249
– –
-1,222
2250
– –
-1,482
88 89
90
91 92