WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$2.56M
3
+$2.48M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.54M
5
RLGT icon
Radiant Logistics
RLGT
+$1.08M

Top Sells

1
+$2.96M
2
+$774K
3
+$732K
4
EMC
EMC CORPORATION
EMC
+$560K
5
GAS
AGL Resources Inc
GAS
+$471K

Sector Composition

1 Financials 8.11%
2 Technology 7.11%
3 Healthcare 6.78%
4 Industrials 5.81%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$362K 0.06%
4,243
-914
227
$360K 0.06%
3,441
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228
$355K 0.06%
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229
$354K 0.06%
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$353K 0.06%
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231
$350K 0.05%
12,320
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232
$349K 0.05%
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233
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5,187
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234
$348K 0.05%
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235
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236
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237
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238
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4,138
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240
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3,506
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241
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28,050
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242
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11,511
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243
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4,256
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244
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245
$331K 0.05%
3,404
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246
$329K 0.05%
4,854
+1,274
247
$328K 0.05%
13,807
-656
248
$325K 0.05%
4,788
+575
249
$324K 0.05%
3,956
+3,798
250
$324K 0.05%
14,390
-715
8 9
10
11 12