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
1276
$9K ﹤0.01%
195
1277
$9K ﹤0.01%
715
+137
1278
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182
+29
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122
+25
1280
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179
-2
1281
$9K ﹤0.01%
190
+117
1282
$9K ﹤0.01%
200
+5
1283
$9K ﹤0.01%
307
1284
$9K ﹤0.01%
5,000
1285
$9K ﹤0.01%
406
+53
1286
$9K ﹤0.01%
430
1287
$8K ﹤0.01%
166
1288
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1,000
1289
– –
0
1290
$8K ﹤0.01%
469
+354
1291
$8K ﹤0.01%
521
1292
$8K ﹤0.01%
109
1293
$8K ﹤0.01%
186
-388
1294
$8K ﹤0.01%
300
1295
$8K ﹤0.01%
1,013
1296
$8K ﹤0.01%
200
1297
$8K ﹤0.01%
362
-3
1298
$8K ﹤0.01%
1,159
1299
$8K ﹤0.01%
438
-2
1300
$8K ﹤0.01%
586
-27
50 51
52
53 54