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
426
$169K 0.03%
3,940
+327
427
$169K 0.03%
4,436
-1,490
428
$168K 0.03%
4,633
-28
429
$167K 0.03%
1,375
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430
$167K 0.03%
3,052
+1,629
431
$167K 0.03%
1,543
+54
432
$167K 0.03%
7,118
433
$166K 0.03%
4,272
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434
$166K 0.03%
3,495
+20
435
$166K 0.03%
4,344
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436
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-259
437
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438
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$164K 0.03%
7,230
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440
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-150
441
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$161K 0.03%
9,770
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443
$161K 0.03%
826
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444
$160K 0.02%
11,509
445
$160K 0.02%
8,400
446
$160K 0.02%
1,373
-37
447
$160K 0.02%
2,546
448
$159K 0.02%
7,474
+24
449
$158K 0.02%
5,008
+42
450
$158K 0.02%
1,021
+6
16 17
18
19 20