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
1101
$18K ﹤0.01%
440
1102
$17K ﹤0.01%
600
1103
$17K ﹤0.01%
59
1104
$17K ﹤0.01%
715
1105
$17K ﹤0.01%
785
1106
$17K ﹤0.01%
136
+5
1107
$17K ﹤0.01%
580
1108
$17K ﹤0.01%
990
1109
$17K ﹤0.01%
580
+55
1110
$17K ﹤0.01%
900
1111
$17K ﹤0.01%
375
-90
1112
$17K ﹤0.01%
989
+123
1113
$17K ﹤0.01%
290
+90
1114
$17K ﹤0.01%
1,700
1115
$17K ﹤0.01%
996
1116
$17K ﹤0.01%
684
+105
1117
$16K ﹤0.01%
223
+14
1118
$16K ﹤0.01%
1,909
+124
1119
$16K ﹤0.01%
600
1120
$16K ﹤0.01%
185
-35
1121
$16K ﹤0.01%
700
1122
$16K ﹤0.01%
200
1123
$16K ﹤0.01%
1,171
-200
1124
$16K ﹤0.01%
261
-2
1125
$16K ﹤0.01%
+400
43 44
45
46 47