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
376
$203K 0.03%
5,654
+2,572
377
$203K 0.03%
3,784
-124
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$201K 0.03%
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379
$200K 0.03%
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380
$200K 0.03%
5,642
+1,737
381
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382
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2,792
+305
383
$200K 0.03%
8,150
384
$199K 0.03%
4,006
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385
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2,475
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386
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387
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0
390
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2,239
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-17
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-392
397
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3,010
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398
$189K 0.03%
4,455
+213
399
$188K 0.03%
22,200
+150
400
$187K 0.03%
1,826
-85
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16
17 18