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
451
$156K 0.02%
106
+2
452
$156K 0.02%
2,390
+39
453
$156K 0.02%
3,500
454
$155K 0.02%
6,420
-5,604
455
$155K 0.02%
3,175
456
$154K 0.02%
1,155
-4
457
$154K 0.02%
3,440
+453
458
$153K 0.02%
3,207
-153
459
$153K 0.02%
684
-14
460
$153K 0.02%
4,798
-353
461
$153K 0.02%
4,335
+4,000
462
$153K 0.02%
3,506
463
$152K 0.02%
3,106
-1,452
464
$152K 0.02%
4,542
+221
465
$152K 0.02%
676
-203
466
$151K 0.02%
2,756
+322
467
$151K 0.02%
2,899
+2,778
468
$150K 0.02%
4,416
+807
469
$150K 0.02%
5,350
+225
470
$150K 0.02%
1,408
471
$150K 0.02%
6,635
+2,553
472
$150K 0.02%
2,160
-16
473
$149K 0.02%
4,729
474
$148K 0.02%
1,825
+1,820
475
$148K 0.02%
2,940
-1,790
17 18
19
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