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 8.1%
2 Technology 7.12%
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
51
$2.02M 0.31%
53,455
+16,963
52
$2.01M 0.31%
401,243
+60,293
53
$1.98M 0.31%
13,033
-1,095
54
$1.96M 0.31%
21,987
+2,259
55
$1.93M 0.3%
60,683
+2,487
56
$1.92M 0.3%
34,892
+569
57
$1.91M 0.3%
23,100
+1,144
58
$1.9M 0.3%
20,487
-463
59
$1.82M 0.28%
22,525
+1,922
60
$1.69M 0.26%
13,092
+412
61
$1.65M 0.26%
33,226
-436
62
$1.62M 0.25%
15,767
-1,821
63
$1.6M 0.25%
12,515
+806
64
$1.59M 0.25%
37,920
+620
65
$1.58M 0.25%
3,713
-1,814
66
$1.56M 0.24%
14,019
-46
67
$1.52M 0.24%
9,975
-145
68
$1.48M 0.23%
22,256
+4,648
69
$1.44M 0.22%
41,674
+437
70
$1.42M 0.22%
13,582
+2,011
71
$1.42M 0.22%
11,045
+54
72
$1.41M 0.22%
17,499
+4,250
73
$1.4M 0.22%
35,520
+3,497
74
$1.39M 0.22%
10,998
-97
75
$1.38M 0.22%
66,352
+2,030
1 2
3
4 5