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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
2626
$0 ﹤0.01%
+20
2627
– –
0
2628
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-23,519
2629
$0 ﹤0.01%
14
+11
2630
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3
2631
$0 ﹤0.01%
+130
2632
$0 ﹤0.01%
3
2633
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-1,110
2634
$0 ﹤0.01%
6
-8
2635
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-42,630
2636
– –
-745
2637
$0 ﹤0.01%
+17
2638
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4
2639
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10
2640
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-8
2641
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-10
2642
– –
-1,500
2643
$0 ﹤0.01%
7
2644
$0 ﹤0.01%
+28
2645
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28
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2646
$0 ﹤0.01%
+20
2647
– –
-8
2648
– –
-1,440
2649
$0 ﹤0.01%
20
2650
– –
-1,400
103 104 105
106
107