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
326
$242K 0.04%
3,345
+267
327
$240K 0.04%
4,207
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328
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9,688
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$237K 0.04%
4,519
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331
$236K 0.04%
4,166
+1,005
332
$236K 0.04%
9,327
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333
$236K 0.04%
19,108
-115
334
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1,878
+13
335
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5,308
+1,019
336
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2,381
-1,008
337
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338
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339
$229K 0.04%
10,000
340
$229K 0.04%
10,400
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341
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9,143
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342
$228K 0.04%
13,934
-795
343
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5,295
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344
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4,534
-1,856
345
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5,731
-311
346
$226K 0.04%
3,580
+199
347
$226K 0.04%
5,834
+233
348
$223K 0.03%
5,822
-422
349
$222K 0.03%
5,606
-306
350
$222K 0.03%
2,713
-101
12 13
14
15 16