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
1301
$8K ﹤0.01%
1,517
1302
$8K ﹤0.01%
114
-50
1303
$8K ﹤0.01%
2,667
1304
$8K ﹤0.01%
+5,010
1305
$8K ﹤0.01%
1,100
1306
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65
1307
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286
+89
1308
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1309
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68
+29
1310
$8K ﹤0.01%
1,000
1311
$7K ﹤0.01%
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99
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105
-1,044
1314
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376
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1317
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428
1319
– –
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1321
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1322
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1323
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+250
1324
– –
0
1325
$7K ﹤0.01%
200
51 52
53
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