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
151
$586K 0.09%
8,115
+1,056
152
$582K 0.09%
14,205
+644
153
$575K 0.09%
10,840
+4,772
154
$565K 0.09%
4,255
+55
155
$562K 0.09%
17,680
+7,238
156
$559K 0.09%
14,273
-468
157
$555K 0.09%
1,532
+278
158
$552K 0.09%
10,243
-1,022
159
$551K 0.09%
9,753
160
$544K 0.08%
10,336
+49
161
$536K 0.08%
35,274
-114
162
$535K 0.08%
6,717
+265
163
$522K 0.08%
17,596
-4,532
164
$521K 0.08%
16,266
+1,945
165
$520K 0.08%
4,337
+317
166
$518K 0.08%
6,991
+18
167
$517K 0.08%
8,379
-12
168
$515K 0.08%
6,389
169
$509K 0.08%
16,235
+1,926
170
$506K 0.08%
5,793
+1,691
171
$504K 0.08%
6,375
-556
172
$504K 0.08%
5,524
-178
173
$504K 0.08%
6,275
-163
174
$504K 0.08%
5,925
-193
175
$503K 0.08%
6,897
+1,077
5 6
7
8 9