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
776
$49K 0.01%
913
+122
777
$49K 0.01%
1,512
-2
778
$49K 0.01%
786
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779
$49K 0.01%
913
+20
780
$49K 0.01%
785
+154
781
– –
0
782
$48K 0.01%
1,955
783
$48K 0.01%
1,430
784
$48K 0.01%
1,910
-2,216
785
$48K 0.01%
1,052
+162
786
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$47K 0.01%
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792
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$47K 0.01%
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795
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$46K 0.01%
572
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799
$46K 0.01%
994
-20
800
$46K 0.01%
886
+421
30 31
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