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
951
$29K ﹤0.01%
389
+4
952
$29K ﹤0.01%
1,685
953
$29K ﹤0.01%
281
+7
954
$29K ﹤0.01%
+500
955
$29K ﹤0.01%
571
+113
956
$29K ﹤0.01%
558
+21
957
$29K ﹤0.01%
671
-34
958
$29K ﹤0.01%
1,234
-14
959
$29K ﹤0.01%
734
-1,200
960
$28K ﹤0.01%
661
-19
961
$28K ﹤0.01%
2,081
962
$28K ﹤0.01%
1,112
963
– –
0
964
$28K ﹤0.01%
478
+20
965
$27K ﹤0.01%
350
+200
966
$27K ﹤0.01%
814
967
$27K ﹤0.01%
2,357
+160
968
$27K ﹤0.01%
2,766
+414
969
$27K ﹤0.01%
323
-1
970
$27K ﹤0.01%
936
971
$27K ﹤0.01%
446
+156
972
$27K ﹤0.01%
400
973
$27K ﹤0.01%
650
-42
974
$27K ﹤0.01%
349
+27
975
$27K ﹤0.01%
400
37 38
39
40 41