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
501
$168K 0.01%
1,907
-63
502
$167K 0.01%
3,580
+12
503
$167K 0.01%
4,120
504
$166K 0.01%
1,144
-37
505
$166K 0.01%
13,710
-190
506
– –
0
507
$165K 0.01%
2,434
508
$164K 0.01%
3,021
-401
509
$164K 0.01%
1,641
-30
510
$163K 0.01%
115,098
-2,777
511
$162K 0.01%
3,619
+75
512
$162K 0.01%
1,797
+3
513
$162K 0.01%
1,685
514
$161K 0.01%
4,933
-12
515
$161K 0.01%
2,616
-87
516
$160K 0.01%
1,737
+15
517
$160K 0.01%
5,234
-778
518
$160K 0.01%
8,810
-3,085
519
$160K 0.01%
355
-4
520
$159K 0.01%
3,317
-486
521
$159K 0.01%
992
-24
522
$158K 0.01%
3,656
+96
523
$157K 0.01%
3,446
+404
524
$157K 0.01%
805
-4
525
$157K 0.01%
566
-30
19 20
21
22 23