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
476
$148K 0.02%
11,020
-4,100
477
$147K 0.02%
3,500
478
$147K 0.02%
3,633
-93
479
$147K 0.02%
5,673
+400
480
$147K 0.02%
2,246
-46
481
$147K 0.02%
17,700
-4,800
482
$145K 0.02%
1,155
+812
483
$144K 0.02%
1,677
484
$144K 0.02%
3,999
+6
485
$141K 0.02%
5,896
+2,778
486
$140K 0.02%
2,660
-79
487
$138K 0.02%
8,603
488
$137K 0.02%
1,984
-158
489
$136K 0.02%
9,639
-497
490
$136K 0.02%
+5,000
491
$133K 0.02%
5,183
+5,174
492
$133K 0.02%
2,520
493
$132K 0.02%
6,996
+142
494
$132K 0.02%
1,771
-2,635
495
$132K 0.02%
2,331
496
$132K 0.02%
4,945
+345
497
$132K 0.02%
2,644
498
$132K 0.02%
4,217
+7
499
$132K 0.02%
6,774
+6,693
500
$130K 0.02%
1,051
-30
18 19
20
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