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 8.1%
2 Technology 7.12%
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
26
$4.23M 0.66%
29,287
-37
27
$4.22M 0.66%
35,758
-766
28
$4.13M 0.64%
47,373
-4,397
29
$4.12M 0.64%
144,510
+5,068
30
$3.75M 0.58%
26,384
+2,357
31
$3.55M 0.55%
33,613
-305
32
$3.32M 0.52%
49,916
+4,486
33
$2.98M 0.46%
72,329
-71,884
34
$2.88M 0.45%
84,770
35
$2.85M 0.44%
75,649
+1,974
36
$2.83M 0.44%
31,572
-1,809
37
$2.83M 0.44%
66,924
-3,095
38
$2.82M 0.44%
91,794
-6,961
39
$2.67M 0.42%
86,235
+6,840
40
$2.62M 0.41%
65,260
+16,180
41
$2.55M 0.4%
51,266
+2,339
42
$2.52M 0.39%
42,357
-988
43
$2.35M 0.37%
23,086
+3,169
44
$2.34M 0.36%
15,859
-182
45
$2.33M 0.36%
24,582
-1,132
46
$2.33M 0.36%
36,381
+319
47
$2.21M 0.35%
12,630
-300
48
$2.16M 0.34%
55,580
-900
49
$2.12M 0.33%
17,576
-1,255
50
$2.12M 0.33%
19,454
-588
1
2
3 4 5