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
1151
$15K ﹤0.01%
341
-54
1152
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1,097
+149
1153
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671
1154
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890
+295
1155
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930
+635
1156
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233
1157
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285
1158
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300
-640
1159
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1160
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1161
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1162
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461
+5
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348
-22
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596
+351
1165
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+549
1166
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153
+12
1167
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+250
1168
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728
-15
1169
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740
1170
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460
1171
$14K ﹤0.01%
559
1172
$14K ﹤0.01%
514
1173
$14K ﹤0.01%
784
1174
$13K ﹤0.01%
265
1175
$13K ﹤0.01%
+200
45 46
47
48 49