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
176
$500K 0.08%
6,212
-13
177
$498K 0.08%
8,885
-2,895
178
$495K 0.08%
6,447
-37
179
$488K 0.08%
16,185
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180
$480K 0.07%
7,074
+742
181
$474K 0.07%
4,885
+14
182
$472K 0.07%
9,291
+15
183
$463K 0.07%
5,141
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184
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4,805
-1,060
185
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9,687
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186
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-145
187
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188
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19,307
189
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9,167
190
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191
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193
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194
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195
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18,635
-1,259
196
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20,365
-1,340
197
$427K 0.07%
4,816
-24
198
$427K 0.07%
6,104
+1,458
199
$425K 0.07%
10,922
+3,076
200
$421K 0.07%
21,816
6 7
8
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