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 8.1%
2 Technology 7.12%
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
126
$725K 0.11%
2,315
-5
127
$719K 0.11%
10,198
+72
128
$709K 0.11%
7,917
-344
129
$707K 0.11%
16,180
+68
130
$702K 0.11%
67,905
131
$687K 0.11%
4,121
-30
132
$686K 0.11%
9,780
+5,001
133
$682K 0.11%
13,898
134
$676K 0.11%
10,499
+4,115
135
$669K 0.1%
15,825
-778
136
$669K 0.1%
10,478
-2,147
137
$665K 0.1%
5,602
+152
138
$660K 0.1%
5,687
+656
139
$658K 0.1%
4,853
-109
140
$657K 0.1%
94,688
+5,832
141
$653K 0.1%
6,404
-380
142
$639K 0.1%
14,939
-504
143
$631K 0.1%
3,259
-197
144
$630K 0.1%
14,361
-758
145
$617K 0.1%
38,812
146
$616K 0.1%
3,818
+181
147
$600K 0.09%
5,933
148
$600K 0.09%
11,699
-2,974
149
$598K 0.09%
34,650
-5,380
150
$596K 0.09%
8,351
-127
4 5
6
7 8