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
651
$77K 0.01%
5,478
-342
652
$77K 0.01%
2,404
+1,622
653
$77K 0.01%
3,976
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654
$77K 0.01%
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655
$77K 0.01%
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656
$77K 0.01%
4,833
-752
657
$76K 0.01%
2,836
-377
658
$76K 0.01%
2,864
659
$76K 0.01%
1,000
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660
$76K 0.01%
878
661
$75K 0.01%
1,893
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662
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663
$75K 0.01%
579
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$75K 0.01%
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665
$74K 0.01%
3,312
-112
666
$74K 0.01%
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667
$73K 0.01%
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$73K 0.01%
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8,424
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$73K 0.01%
2,490
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$73K 0.01%
1,660
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672
$72K 0.01%
591
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673
$72K 0.01%
783
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674
$72K 0.01%
1,726
+107
675
$72K 0.01%
3,664
+45
25 26
27
28 29