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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$11.2M
3
+$5.11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.26M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.2M

Top Sells

1
+$1.68M
2
+$521K
3
+$407K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$402K
5
OKE icon
Oneok
OKE
+$339K

Sector Composition

1 Technology 11.21%
2 Financials 6.22%
3 Healthcare 5.87%
4 Industrials 4.03%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-960
2502
– –
-289
2503
– –
-1,000
2504
– –
-78
2505
– –
-144
2506
– –
-46
2507
– –
-3,667
2508
– –
-188
2509
– –
-106
2510
$0 ﹤0.01%
+95
2511
– –
-674
2512
– –
-1,994
2513
– –
-72
2514
– –
-23
2515
– –
-1,460
2516
$0 ﹤0.01%
20
2517
$0 ﹤0.01%
15
2518
$0 ﹤0.01%
21
2519
– –
0
2520
– –
0
2521
– –
-518
2522
– –
-2,542
2523
– –
-20,040
2524
$0 ﹤0.01%
5
2525
$0 ﹤0.01%
19
99 100
101
102 103