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
801
$46K 0.01%
735
802
$46K 0.01%
330
+135
803
$46K 0.01%
360
+140
804
$46K 0.01%
683
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805
$46K 0.01%
303
+28
806
$46K 0.01%
2,098
+310
807
$45K 0.01%
+560
808
$45K 0.01%
+3,911
809
$45K 0.01%
+1,610
810
$45K 0.01%
934
811
– –
0
812
$45K 0.01%
4,665
813
$44K 0.01%
936
+1
814
$44K 0.01%
1,518
-3,844
815
$44K 0.01%
1,593
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816
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347
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817
$44K 0.01%
1,529
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818
– –
0
819
$43K 0.01%
369
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820
$43K 0.01%
3,986
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821
$43K 0.01%
387
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$43K 0.01%
3,067
823
$43K 0.01%
2,030
824
$42K 0.01%
875
+9
825
$42K 0.01%
1,254
+405
31 32
33
34 35