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
276
$301K 0.05%
1,854
-92
277
$300K 0.05%
3,886
+425
278
$298K 0.05%
+9,294
279
$297K 0.05%
3,173
-233
280
$295K 0.05%
4,486
-219
281
$293K 0.05%
15,508
+829
282
$292K 0.05%
1,081
-5
283
$291K 0.05%
3,895
+22
284
$288K 0.04%
6,739
-1,182
285
$286K 0.04%
2,699
-1,015
286
$284K 0.04%
6,250
-238
287
$284K 0.04%
12,276
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288
$283K 0.04%
12,173
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289
$282K 0.04%
3,980
+269
290
$281K 0.04%
7,456
-511
291
$280K 0.04%
10,626
+1,356
292
$278K 0.04%
5,909
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293
$278K 0.04%
6,372
+860
294
$277K 0.04%
6,252
-40
295
$276K 0.04%
2,157
-77
296
$276K 0.04%
6,054
+20
297
$275K 0.04%
16,428
298
$274K 0.04%
7,932
+38
299
$273K 0.04%
10,752
-1,452
300
$271K 0.04%
4,216
+315
10 11
12
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