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
926
$30K ﹤0.01%
4,977
-173
927
$30K ﹤0.01%
2,197
+18
928
$30K ﹤0.01%
1,201
+523
929
$30K ﹤0.01%
1,000
930
$30K ﹤0.01%
596
931
$30K ﹤0.01%
1,644
932
$30K ﹤0.01%
765
+129
933
$30K ﹤0.01%
1,622
+67
934
$30K ﹤0.01%
678
+100
935
$30K ﹤0.01%
668
-160
936
$30K ﹤0.01%
1,100
937
$30K ﹤0.01%
+500
938
$30K ﹤0.01%
742
+170
939
$30K ﹤0.01%
1,849
-649
940
$30K ﹤0.01%
408
+11
941
$30K ﹤0.01%
1,913
-706
942
$30K ﹤0.01%
633
943
$29K ﹤0.01%
389
944
$29K ﹤0.01%
507
-84
945
$29K ﹤0.01%
517
+42
946
$29K ﹤0.01%
+4,000
947
$29K ﹤0.01%
800
948
$29K ﹤0.01%
1,012
+164
949
$29K ﹤0.01%
1,185
950
$29K ﹤0.01%
577
-795
36 37
38
39 40