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
1026
$22K ﹤0.01%
908
-17
1027
$22K ﹤0.01%
2,489
+34
1028
$22K ﹤0.01%
3,488
1029
$22K ﹤0.01%
315
1030
$22K ﹤0.01%
695
+141
1031
$22K ﹤0.01%
500
1032
$21K ﹤0.01%
1,615
+167
1033
$21K ﹤0.01%
349
+28
1034
$21K ﹤0.01%
632
1035
$21K ﹤0.01%
388
+16
1036
$21K ﹤0.01%
396
-637
1037
$21K ﹤0.01%
588
+6
1038
$21K ﹤0.01%
700
1039
$21K ﹤0.01%
53
+16
1040
$21K ﹤0.01%
606
+116
1041
$21K ﹤0.01%
457
-4
1042
$21K ﹤0.01%
169
+59
1043
$21K ﹤0.01%
516
+12
1044
$21K ﹤0.01%
+554
1045
$21K ﹤0.01%
17
+1
1046
$20K ﹤0.01%
397
+1
1047
$20K ﹤0.01%
410
-11
1048
$20K ﹤0.01%
410
+5
1049
$20K ﹤0.01%
264
-20
1050
$20K ﹤0.01%
1,000
40 41
42
43 44