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
301
$374K 0.03%
1,794
-539
302
$374K 0.03%
4,259
-149
303
$373K 0.03%
8,692
-1,456
304
$373K 0.03%
4,545
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305
– –
0
306
$371K 0.03%
8,439
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307
$371K 0.03%
3,662
+443
308
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4,680
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309
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10,413
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310
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+24,630
311
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6,148
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312
$365K 0.03%
19,893
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313
$361K 0.03%
2,403
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314
$361K 0.03%
1,929
315
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2,450
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316
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317
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319
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2,447
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320
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1,063
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321
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322
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3,382
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323
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3,116
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324
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5,407
-721
325
$344K 0.03%
4,675
-105
11 12
13
14 15