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
1401
$5K ﹤0.01%
300
1402
$5K ﹤0.01%
201
1403
$5K ﹤0.01%
23
1404
$5K ﹤0.01%
336
1405
$5K ﹤0.01%
5,500
1406
$5K ﹤0.01%
216
+152
1407
– –
0
1408
$5K ﹤0.01%
113
1409
$5K ﹤0.01%
55
+5
1410
$5K ﹤0.01%
162
1411
$5K ﹤0.01%
122
-2
1412
$5K ﹤0.01%
+117
1413
$5K ﹤0.01%
186
-390
1414
$5K ﹤0.01%
277
-21
1415
– –
0
1416
$4K ﹤0.01%
100
1417
$4K ﹤0.01%
132
1418
$4K ﹤0.01%
107
1419
$4K ﹤0.01%
40
1420
$4K ﹤0.01%
178
1421
$4K ﹤0.01%
+140
1422
– –
0
1423
$4K ﹤0.01%
96
1424
$4K ﹤0.01%
175
1425
$4K ﹤0.01%
100
55 56
57
58 59