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 8.1%
2 Technology 7.12%
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
76
$1.35M 0.21%
44,244
-7,788
77
$1.34M 0.21%
35,692
-1,662
78
$1.31M 0.2%
12,874
-1,094
79
$1.3M 0.2%
32,246
80
$1.28M 0.2%
7,347
+767
81
$1.27M 0.2%
20,134
-626
82
$1.26M 0.2%
10,939
-73
83
$1.24M 0.19%
9,854
+1,572
84
$1.22M 0.19%
8,720
+3
85
$1.21M 0.19%
39,824
-2,500
86
$1.21M 0.19%
19,104
-1,218
87
$1.19M 0.19%
10,716
+2,651
88
$1.17M 0.18%
13,510
+501
89
$1.15M 0.18%
47,715
-645
90
$1.13M 0.18%
20,804
-144
91
$1.13M 0.18%
26,243
-28
92
$1.12M 0.17%
71,464
+4,745
93
$1.11M 0.17%
16,271
+506
94
$1.1M 0.17%
15,901
-4,034
95
$1.1M 0.17%
24,942
+3,711
96
$1.09M 0.17%
32,994
+124
97
$1.08M 0.17%
+1,079,200
98
$1.03M 0.16%
16,474
+2,434
99
$990K 0.15%
11,227
-1,408
100
$987K 0.15%
4,287
+177
2 3
4
5 6