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
576
$97K 0.02%
2,322
+778
577
$97K 0.02%
1,800
+64
578
$97K 0.02%
2,750
+1,050
579
$96K 0.02%
3,092
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580
$96K 0.02%
4,386
+266
581
$96K 0.02%
1,398
+83
582
$95K 0.01%
1,070
-11
583
$95K 0.01%
2,004
584
$95K 0.01%
7,234
+7,082
585
$95K 0.01%
2,043
+35
586
$95K 0.01%
7,248
+290
587
$94K 0.01%
13,072
+1,478
588
$94K 0.01%
3,078
589
$94K 0.01%
10,465
-78
590
$94K 0.01%
1,265
-73
591
$94K 0.01%
+4,010
592
$93K 0.01%
3,303
+1,013
593
$92K 0.01%
1,103
+133
594
$92K 0.01%
2,494
+1,150
595
$92K 0.01%
674
+16
596
$91K 0.01%
744
-15
597
$90K 0.01%
1,410
+51
598
$90K 0.01%
606
+1
599
$90K 0.01%
538
-204
600
$90K 0.01%
1,866
+73
22 23
24
25 26