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
1901
– –
-4
1902
$0 ﹤0.01%
4
1903
$0 ﹤0.01%
+27
1904
$0 ﹤0.01%
+19
1905
– –
-25
1906
$0 ﹤0.01%
3
1907
– –
-7
1908
$0 ﹤0.01%
22
1909
$0 ﹤0.01%
3
-1
1910
$0 ﹤0.01%
16
1911
$0 ﹤0.01%
9
1912
$0 ﹤0.01%
8
1913
$0 ﹤0.01%
13
1914
– –
-11
1915
$0 ﹤0.01%
14
1916
– –
0
1917
$0 ﹤0.01%
12
-3
1918
$0 ﹤0.01%
9
1919
$0 ﹤0.01%
18
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