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 8.1%
2 Technology 7.12%
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
101
$970K 0.15%
7,363
+651
102
$950K 0.15%
8,289
-169
103
$928K 0.14%
7,623
+116
104
$917K 0.14%
8,290
-118
105
$916K 0.14%
9,422
-637
106
$910K 0.14%
7,702
+238
107
$897K 0.14%
14,023
-149
108
$884K 0.14%
5,300
+166
109
$870K 0.14%
83,256
+12,076
110
$862K 0.13%
10,962
-1,259
111
$851K 0.13%
24,985
+6,596
112
$851K 0.13%
3,787
-30
113
$842K 0.13%
17,837
+5,703
114
$835K 0.13%
8,544
-15
115
$831K 0.13%
8,517
+6
116
$812K 0.13%
12,120
-232
117
$798K 0.12%
3,732
-18
118
$790K 0.12%
9,370
119
$780K 0.12%
+12,624
120
$774K 0.12%
20,694
+100
121
$770K 0.12%
7,363
-139
122
$755K 0.12%
19,704
+158
123
$751K 0.12%
17,287
+1,470
124
$746K 0.12%
12,460
+12
125
$730K 0.11%
6,675
-21
3 4
5
6 7