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
551
$107K 0.02%
742
-83
552
$107K 0.02%
4,511
+66
553
$107K 0.02%
893
+73
554
$106K 0.02%
414
-2
555
$104K 0.02%
583
+476
556
$104K 0.02%
2,776
557
$103K 0.02%
1,794
-60
558
$102K 0.02%
1,722
+1,306
559
$102K 0.02%
1,739
+25
560
$101K 0.02%
1,925
+5
561
$101K 0.02%
2,324
+2,320
562
$100K 0.02%
1,235
+3
563
$99K 0.02%
+1,349
564
$99K 0.02%
411
-1,278
565
$99K 0.02%
6,835
+15
566
$99K 0.02%
10,090
-210
567
$99K 0.02%
3,245
-312
568
$99K 0.02%
2,101
-135
569
$99K 0.02%
2,000
570
$99K 0.02%
4,073
+33
571
$98K 0.02%
3,718
+2,245
572
$98K 0.02%
1,409
+446
573
$98K 0.02%
1,725
+325
574
$97K 0.02%
2,927
-632
575
$97K 0.02%
1,859
+1,637
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