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
301
$270K 0.04%
2,070
-15
302
$270K 0.04%
5,129
+130
303
$270K 0.04%
1,481
-38
304
$266K 0.04%
17,054
+1,454
305
$265K 0.04%
4,465
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306
$262K 0.04%
15,000
307
$260K 0.04%
8,255
-2,266
308
$258K 0.04%
8,134
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309
$258K 0.04%
8,539
-54
310
$257K 0.04%
2,282
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311
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3,631
-25
312
$256K 0.04%
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313
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314
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5,596
+195
315
$255K 0.04%
4,028
+1,414
316
$252K 0.04%
6,424
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317
– –
0
318
$251K 0.04%
1,907
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319
$249K 0.04%
9,414
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320
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4,083
321
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1,520
322
$247K 0.04%
5,724
+74
323
$246K 0.04%
10,387
+4,800
324
$244K 0.04%
3,712
+3,395
325
$243K 0.04%
3,394
+91
11 12
13
14 15