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
701
$67K 0.01%
1,252
+88
702
$67K 0.01%
595
-90
703
$67K 0.01%
4,048
+463
704
$67K 0.01%
2,346
+196
705
$67K 0.01%
1,422
+32
706
$66K 0.01%
859
-28
707
$66K 0.01%
853
+13
708
$65K 0.01%
2,333
+88
709
$64K 0.01%
1,208
710
$64K 0.01%
587
+8
711
$64K 0.01%
2,181
-1,750
712
$64K 0.01%
1,458
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$63K 0.01%
820
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$63K 0.01%
8,715
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715
$63K 0.01%
892
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716
$63K 0.01%
2,622
+2,132
717
$63K 0.01%
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718
$62K 0.01%
795
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719
$62K 0.01%
2,060
720
$62K 0.01%
2,616
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721
$61K 0.01%
540
722
$61K 0.01%
1,950
723
$61K 0.01%
3,911
+411
724
$61K 0.01%
4,470
-1,380
725
$60K 0.01%
593
-2
27 28
29
30 31