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
351
$309K 0.03%
713
+145
352
$308K 0.03%
2,780
-334
353
$306K 0.03%
18,310
-6,100
354
$305K 0.03%
5,232
355
$302K 0.02%
2,291
-583
356
$301K 0.02%
2,042
-8
357
$301K 0.02%
13,623
358
$298K 0.02%
7,711
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359
$297K 0.02%
9,676
360
$296K 0.02%
6,267
-1,890
361
$295K 0.02%
2,696
-730
362
$295K 0.02%
7,045
363
$294K 0.02%
5,851
-312
364
$293K 0.02%
11,352
+2,278
365
$291K 0.02%
5,282
-1,140
366
$291K 0.02%
6,276
+46
367
$290K 0.02%
3,277
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368
$290K 0.02%
6,215
+375
369
$289K 0.02%
6,557
+11
370
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4,234
-210
371
$288K 0.02%
4,083
372
$288K 0.02%
2,916
-171
373
$288K 0.02%
2,668
-215
374
$287K 0.02%
11,610
+18
375
$287K 0.02%
8,520
-967
13 14
15
16 17