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
401
$186K 0.03%
3,661
+146
402
$186K 0.03%
5,486
-126
403
$184K 0.03%
2,884
-30
404
$184K 0.03%
2,821
-110
405
$183K 0.03%
3,525
-140
406
$182K 0.03%
11,727
+327
407
$181K 0.03%
11,152
-28
408
$181K 0.03%
2,840
+1,893
409
$181K 0.03%
2,333
-25
410
$181K 0.03%
2,273
+1,900
411
$181K 0.03%
4,519
+290
412
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2,106
-11
413
$180K 0.03%
8,778
+1,921
414
$178K 0.03%
979
-70
415
$177K 0.03%
1,002
-4
416
$177K 0.03%
1,334
+30
417
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4,750
418
$174K 0.03%
11,196
-133
419
$173K 0.03%
3,325
-106
420
$172K 0.03%
1,250
-31
421
$172K 0.03%
3,231
+106
422
$172K 0.03%
1,448
-98
423
$171K 0.03%
1,507
+1,504
424
$171K 0.03%
2,347
+16
425
$170K 0.03%
2,615
-10
15 16
17
18 19