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
751
$55K 0.01%
1,635
+281
752
$55K 0.01%
3,834
+353
753
$54K 0.01%
481
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754
$54K 0.01%
1,312
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755
$54K 0.01%
1,359
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756
$54K 0.01%
3,422
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757
$54K 0.01%
1,207
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758
$54K 0.01%
2,101
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759
$54K 0.01%
2,446
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760
$53K 0.01%
1,481
-20
761
$53K 0.01%
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762
$53K 0.01%
2,055
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763
$52K 0.01%
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764
$52K 0.01%
1,384
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765
$52K 0.01%
2,877
+1,325
766
$51K 0.01%
1,098
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767
$51K 0.01%
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768
$51K 0.01%
826
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769
$51K 0.01%
864
770
$51K 0.01%
670
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771
$51K 0.01%
2,798
-2,078
772
$50K 0.01%
755
+50
773
$50K 0.01%
2,695
+10
774
$50K 0.01%
756
+77
775
$49K 0.01%
1,013
29 30
31
32 33