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
1726
$0 ﹤0.01%
2
1727
$0 ﹤0.01%
+45
1728
$0 ﹤0.01%
+14
1729
– –
-2,931
1730
– –
-15
1731
– –
0
1732
– –
-1,064
1733
– –
-70
1734
– –
0
1735
$0 ﹤0.01%
13
1736
$0 ﹤0.01%
26
1737
– –
-70
1738
– –
-225
1739
$0 ﹤0.01%
44
1740
$0 ﹤0.01%
7
1741
– –
-2
1742
– –
-2
1743
– –
-31
1744
– –
-254
1745
– –
-2,600
1746
– –
-20,629
1747
– –
-123
1748
– –
-200
1749
– –
-12
1750
– –
-50
68 69
70
71 72