WAM
Wealthspire Advisors (Maryland) Portfolio holdings
AUM
$2.83B
1-Year Return
10.92%
This Quarter Return
+3.98%
1 Year Return
+10.92%
3 Year Return
+28.85%
5 Year Return
+71.44%
10 Year Return
–
AUM
$642M
AUM Growth
+$41.5M
(+6.9%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
36.87%
Holding
1,919
New
96
Increased
621
Reduced
458
Closed
82
Top Buys
| 1 |
United Bankshares
UBSI
|
$5.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.56M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.48M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.54M |
| 5 |
Radiant Logistics
RLGT
|
$1.08M |
Top Sells
| 1 |
Xcel Energy
XEL
|
$2.96M |
| 2 |
ATRI
Atrion Corp
ATRI
|
$774K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$732K |
| 4 |
EMC
EMC CORPORATION
EMC
|
$560K |
| 5 |
GAS
AGL RESOURCES INC (HOLDING CO)
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% |
