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
$0 ﹤0.01%
14
+5
1902
$0 ﹤0.01%
10
1903
$0 ﹤0.01%
52
-19
1904
– –
-550
1905
$0 ﹤0.01%
17
-81
1906
– –
-132
1907
– –
-16
1908
– –
-18
1909
$0 ﹤0.01%
10
1910
– –
-14
1911
$0 ﹤0.01%
50
1912
$0 ﹤0.01%
12
1913
$0 ﹤0.01%
10
1914
$0 ﹤0.01%
2
1915
$0 ﹤0.01%
+45
1916
$0 ﹤0.01%
+14
1917
– –
-2,931
1918
– –
-15
1919
– –
-1,064
73 74 75 76
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