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
526
$119K 0.02%
3,562
+1,670
527
$119K 0.02%
2,492
+104
528
$119K 0.02%
696
-22
529
$118K 0.02%
+1,509
530
$118K 0.02%
2,602
531
$117K 0.02%
2,214
+14
532
$117K 0.02%
2,665
-1,206
533
$116K 0.02%
3,577
+3,198
534
$116K 0.02%
677
+190
535
$114K 0.02%
431
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536
$114K 0.02%
2,465
537
$113K 0.02%
32,699
-31,249
538
$112K 0.02%
1,528
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539
$112K 0.02%
1,956
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540
$111K 0.02%
7,947
+633
541
$110K 0.02%
5,090
-50
542
$110K 0.02%
6,775
-709
543
$109K 0.02%
1,406
+48
544
$109K 0.02%
1,615
-225
545
$109K 0.02%
2,047
+1,899
546
$109K 0.02%
6,116
+433
547
$108K 0.02%
1,388
+52
548
$108K 0.02%
8,154
+759
549
$108K 0.02%
1,383
-677
550
$108K 0.02%
2,854
20 21
22
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