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
1376
$5K ﹤0.01%
122
1377
$5K ﹤0.01%
400
1378
$5K ﹤0.01%
269
+6
1379
$5K ﹤0.01%
784
-86
1380
$5K ﹤0.01%
48
1381
$5K ﹤0.01%
1,053
+134
1382
$5K ﹤0.01%
110
-11
1383
$5K ﹤0.01%
153
1384
$5K ﹤0.01%
227
-1
1385
$5K ﹤0.01%
141
1386
$5K ﹤0.01%
33
-345
1387
$5K ﹤0.01%
116
1388
$5K ﹤0.01%
1,687
-2,279
1389
$5K ﹤0.01%
61
+27
1390
$5K ﹤0.01%
89
1391
$5K ﹤0.01%
953
+320
1392
$5K ﹤0.01%
997
+22
1393
$5K ﹤0.01%
164
+126
1394
$5K ﹤0.01%
917
+655
1395
$5K ﹤0.01%
240
1396
$5K ﹤0.01%
72
+18
1397
$5K ﹤0.01%
125
1398
$5K ﹤0.01%
300
1399
$5K ﹤0.01%
86
1400
– –
0
54 55
56
57 58