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
726
$60K 0.01%
2,100
727
$60K 0.01%
+2,350
728
$60K 0.01%
3,665
+200
729
$59K 0.01%
822
730
$59K 0.01%
488
731
$59K 0.01%
3,606
+129
732
$59K 0.01%
1,204
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733
$58K 0.01%
2,356
-724
734
$58K 0.01%
5,405
735
$58K 0.01%
1,156
+96
736
$57K 0.01%
2,826
-607
737
$57K 0.01%
1,556
-17
738
$57K 0.01%
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739
$56K 0.01%
405
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740
$56K 0.01%
1,125
741
$56K 0.01%
+982
742
$56K 0.01%
735
+22
743
$56K 0.01%
1,689
-25
744
$56K 0.01%
2,089
745
$56K 0.01%
2,196
746
$56K 0.01%
964
747
$55K 0.01%
1,511
+37
748
– –
0
749
$55K 0.01%
3,100
750
$55K 0.01%
1,073
-2
28 29
30
31 32