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
1126
$16K ﹤0.01%
159
+1
1127
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335
-2
1128
$16K ﹤0.01%
216
1129
$16K ﹤0.01%
430
1130
$15K ﹤0.01%
547
1131
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699
-3
1132
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131
+20
1133
$15K ﹤0.01%
278
+15
1134
$15K ﹤0.01%
366
+50
1135
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1136
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1137
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383
+6
1138
$15K ﹤0.01%
195
1139
$15K ﹤0.01%
1,337
+196
1140
$15K ﹤0.01%
611
1141
$15K ﹤0.01%
+496
1142
$15K ﹤0.01%
315
1143
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337
1144
$15K ﹤0.01%
180
1145
$15K ﹤0.01%
289
-5
1146
$15K ﹤0.01%
570
1147
$15K ﹤0.01%
560
1148
$15K ﹤0.01%
1,400
1149
$15K ﹤0.01%
+500
1150
$15K ﹤0.01%
688
+148
44 45
46
47 48