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
1001
$25K ﹤0.01%
295
-105
1002
$25K ﹤0.01%
1,000
1003
$24K ﹤0.01%
319
-960
1004
$24K ﹤0.01%
340
+28
1005
$24K ﹤0.01%
1,325
1006
$24K ﹤0.01%
455
1007
$24K ﹤0.01%
29
1008
$24K ﹤0.01%
2,365
1009
$24K ﹤0.01%
+1,156
1010
$23K ﹤0.01%
738
1011
– –
0
1012
$23K ﹤0.01%
1,643
1013
$23K ﹤0.01%
1,543
+229
1014
$23K ﹤0.01%
28,300
1015
$23K ﹤0.01%
313
+240
1016
$23K ﹤0.01%
1,288
+10
1017
$23K ﹤0.01%
606
-15
1018
$23K ﹤0.01%
3,935
1019
$23K ﹤0.01%
962
+213
1020
$23K ﹤0.01%
1,030
+234
1021
$23K ﹤0.01%
1,693
+25
1022
$22K ﹤0.01%
630
+6
1023
$22K ﹤0.01%
450
1024
$22K ﹤0.01%
580
1025
$22K ﹤0.01%
648
+146
39 40
41
42 43