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 4.02%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$488K 0.04%
6,096
+163
252
$484K 0.04%
7,524
-510
253
$483K 0.04%
5,087
-356
254
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255
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1,925
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256
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9,270
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257
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11,445
258
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6,337
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259
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260
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20,895
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261
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21,387
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262
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9,218
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263
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264
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6,854
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265
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21,459
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267
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6,077
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15,270
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4,319
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271
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6,284
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272
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14,268
+2
273
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24,871
-1,297
274
$428K 0.04%
6,963
-323
275
$428K 0.04%
18,743
-5,731
9 10
11
12 13