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
901
$33K 0.01%
1,572
+457
902
$33K 0.01%
584
-129
903
$33K 0.01%
257
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904
$33K 0.01%
411
+22
905
$33K 0.01%
1,160
906
$32K 0.01%
433
907
$32K 0.01%
+1,138
908
$32K 0.01%
600
909
$32K 0.01%
+208
910
$32K 0.01%
2,602
-21
911
$32K 0.01%
1,044
+344
912
$32K 0.01%
959
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913
$32K 0.01%
410
-1,645
914
$32K 0.01%
720
915
$32K 0.01%
+1,277
916
$32K 0.01%
378
-41
917
$31K ﹤0.01%
750
-804
918
$31K ﹤0.01%
2,162
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919
$31K ﹤0.01%
1,024
-52
920
$31K ﹤0.01%
271
921
$31K ﹤0.01%
900
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922
$31K ﹤0.01%
800
+159
923
$31K ﹤0.01%
904
+604
924
$31K ﹤0.01%
497
925
$31K ﹤0.01%
651
+589
35 36
37
38 39