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
251
$322K 0.05%
6,978
+833
252
$322K 0.05%
331
+59
253
$321K 0.05%
1,136
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254
$320K 0.05%
9,693
-1,250
255
$320K 0.05%
6,526
-405
256
$319K 0.05%
4,967
-937
257
$319K 0.05%
3,120
+540
258
$317K 0.05%
3,886
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259
$315K 0.05%
6,595
+1,373
260
$314K 0.05%
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-208
261
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-135
262
$314K 0.05%
9,961
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263
$312K 0.05%
17,336
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264
$311K 0.05%
10,953
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265
$309K 0.05%
4,090
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266
$309K 0.05%
2,858
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267
$307K 0.05%
4,073
-197
268
$306K 0.05%
6,893
-147
269
$305K 0.05%
3,165
+60
270
$305K 0.05%
1,645
+1
271
$303K 0.05%
1,514
-5
272
$302K 0.05%
+9,185
273
$301K 0.05%
10,755
+133
274
$301K 0.05%
11,670
275
$301K 0.05%
7,614
9 10
11
12 13