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
1851
$0 ﹤0.01%
20
1852
– –
-765
1853
$0 ﹤0.01%
51
1854
$0 ﹤0.01%
9
-64
1855
$0 ﹤0.01%
20
1856
– –
-350
1857
– –
-113
1858
$0 ﹤0.01%
+3
1859
$0 ﹤0.01%
5
1860
– –
-325
1861
$0 ﹤0.01%
2
1862
– –
0
1863
– –
-10
1864
– –
-465
1865
$0 ﹤0.01%
8
1866
– –
-155
1867
$0 ﹤0.01%
5
1868
$0 ﹤0.01%
35
1869
$0 ﹤0.01%
3
1870
– –
-416
1871
– –
-7
1872
– –
-318
1873
– –
-25
1874
$0 ﹤0.01%
8
1875
– –
-140
73 74
75
76 77