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
376
$286K 0.02%
3,119
+6
377
$283K 0.02%
1,625
+12
378
$280K 0.02%
4,821
-813
379
$280K 0.02%
1,388
-70
380
$280K 0.02%
15,840
-2,940
381
$278K 0.02%
4,500
-12
382
$277K 0.02%
10,056
-723
383
$275K 0.02%
11,322
+146
384
$273K 0.02%
3,154
-103
385
$273K 0.02%
230
-19
386
$270K 0.02%
2,836
-37
387
$270K 0.02%
4,251
-380
388
$268K 0.02%
2,675
389
$267K 0.02%
9,973
390
$262K 0.02%
4,861
+439
391
$258K 0.02%
7,808
-1,750
392
$258K 0.02%
4,267
-19
393
$257K 0.02%
19,781
-1,992
394
$256K 0.02%
6,875
395
$255K 0.02%
6,616
-17
396
$255K 0.02%
7,596
+11
397
$255K 0.02%
13,206
+2,172
398
$254K 0.02%
54,615
399
$254K 0.02%
1,273
+4
400
$251K 0.02%
1,366
-103
14 15
16
17 18