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
1251
$10K ﹤0.01%
210
+76
1252
$10K ﹤0.01%
828
1253
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1,049
1254
$10K ﹤0.01%
700
1255
$10K ﹤0.01%
336
1256
– –
0
1257
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377
1258
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+585
1259
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303
1260
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1,000
1261
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151
-25
1262
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401
+204
1263
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578
1264
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298
+33
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354
-180
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157
1267
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188
-12
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395
-60
1269
$9K ﹤0.01%
831
+134
1270
$9K ﹤0.01%
737
-992
1271
$9K ﹤0.01%
1,000
1272
$9K ﹤0.01%
105
-35
1273
$9K ﹤0.01%
279
+130
1274
$9K ﹤0.01%
+160
1275
$9K ﹤0.01%
289
49 50
51
52 53