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
501
$129K 0.02%
8,907
-1,116
502
$129K 0.02%
2,423
+1,443
503
$128K 0.02%
5,531
+222
504
$127K 0.02%
1,490
505
$125K 0.02%
3,132
+1,470
506
$124K 0.02%
2,075
-162
507
$124K 0.02%
2,082
-13
508
$124K 0.02%
3,250
509
$123K 0.02%
1,528
-46
510
$123K 0.02%
2,783
+114
511
$122K 0.02%
3,883
+862
512
$122K 0.02%
3,740
513
$122K 0.02%
4,404
+1,800
514
$122K 0.02%
1,842
+3
515
– –
0
516
$121K 0.02%
1,155
+44
517
$121K 0.02%
3,837
+82
518
$121K 0.02%
1,011
-100
519
$121K 0.02%
2,410
-837
520
$121K 0.02%
1,497
-11
521
$120K 0.02%
4,053
-1,160
522
$120K 0.02%
3,172
+540
523
$120K 0.02%
2,980
+111
524
$120K 0.02%
9,992
+342
525
$119K 0.02%
3,124
+608
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