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
601
$89K 0.01%
1,354
602
$89K 0.01%
6,966
603
$89K 0.01%
2,414
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604
$89K 0.01%
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605
$88K 0.01%
950
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606
$88K 0.01%
1,129
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607
$88K 0.01%
998
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608
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1,536
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609
$88K 0.01%
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610
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342
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611
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612
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613
– –
0
614
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615
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761
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$86K 0.01%
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621
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622
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623
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2,121
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624
$85K 0.01%
416
625
$85K 0.01%
9,400
-125
23 24
25
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