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
351
$221K 0.03%
4,620
-18
352
$221K 0.03%
21,533
+166
353
$221K 0.03%
4,102
-96
354
$220K 0.03%
8,260
-1,400
355
$218K 0.03%
6,604
-479
356
$217K 0.03%
3,390
-144
357
$217K 0.03%
2,155
+90
358
$217K 0.03%
4,723
-20
359
$217K 0.03%
14,095
-1,466
360
$216K 0.03%
4,879
+24
361
$215K 0.03%
+2,485
362
$215K 0.03%
2,984
+870
363
$214K 0.03%
3,020
-28
364
$213K 0.03%
3,209
+247
365
$213K 0.03%
4,926
+268
366
$211K 0.03%
4,921
+4,150
367
$211K 0.03%
5,539
-299
368
$209K 0.03%
3,950
369
$208K 0.03%
4,310
-185
370
$208K 0.03%
577
-98
371
– –
0
372
$206K 0.03%
2,765
+25
373
$206K 0.03%
1,510
-32
374
$205K 0.03%
9,966
-406
375
$204K 0.03%
3,560
-642
13 14
15
16 17