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
201
$420K 0.07%
6,232
+869
202
$420K 0.07%
8,151
+335
203
$413K 0.06%
6,156
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204
$412K 0.06%
3,982
+13
205
$409K 0.06%
3,381
-3
206
$408K 0.06%
14,781
+1,074
207
$406K 0.06%
21,720
-1,995
208
$405K 0.06%
7,860
+475
209
$401K 0.06%
3,201
-128
210
$399K 0.06%
17,014
-1,345
211
$399K 0.06%
5,818
+1,058
212
$398K 0.06%
429
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213
$395K 0.06%
+446
214
$394K 0.06%
5,469
-328
215
$393K 0.06%
14,802
+978
216
$392K 0.06%
8,225
-215
217
$391K 0.06%
7,165
+2,409
218
$388K 0.06%
3,525
-205
219
$384K 0.06%
4,107
+2
220
$383K 0.06%
2,405
-41
221
$383K 0.06%
30,186
-159
222
$381K 0.06%
5,281
+7
223
$380K 0.06%
4,033
-92
224
$372K 0.06%
16,515
+480
225
$367K 0.06%
11,153
+231
7 8
9
10 11