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
876
$36K 0.01%
399
+35
877
$36K 0.01%
1,608
+1,304
878
$36K 0.01%
110
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879
$35K 0.01%
948
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– –
0
881
$35K 0.01%
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-542
882
$35K 0.01%
303
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883
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392
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884
$35K 0.01%
560
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885
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1,513
886
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371
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887
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899
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890
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891
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$33K 0.01%
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893
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895
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898
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444
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899
$33K 0.01%
789
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$33K 0.01%
742
+63
34 35
36
37 38