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
1201
$12K ﹤0.01%
193
+93
1202
$12K ﹤0.01%
383
-10
1203
$12K ﹤0.01%
205
-68
1204
$12K ﹤0.01%
464
1205
$12K ﹤0.01%
500
1206
$12K ﹤0.01%
290
+115
1207
$12K ﹤0.01%
420
1208
$12K ﹤0.01%
136
-5
1209
$12K ﹤0.01%
446
+184
1210
$12K ﹤0.01%
910
-276
1211
$12K ﹤0.01%
6,000
1212
$12K ﹤0.01%
448
-5,623
1213
$12K ﹤0.01%
91
+68
1214
$12K ﹤0.01%
740
+105
1215
$12K ﹤0.01%
360
+6
1216
$12K ﹤0.01%
98
1217
$12K ﹤0.01%
2,105
1218
$12K ﹤0.01%
150
-55
1219
$12K ﹤0.01%
+220
1220
$12K ﹤0.01%
857
1221
$12K ﹤0.01%
230
1222
$11K ﹤0.01%
3,755
+1,797
1223
$11K ﹤0.01%
+480
1224
$11K ﹤0.01%
670
1225
$11K ﹤0.01%
150
47 48
49
50 51