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
551
$143K 0.01%
931
+13
552
$142K 0.01%
6,117
-786
553
$142K 0.01%
292
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554
$142K 0.01%
1,879
-145
555
– –
0
556
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1,057
+205
557
$140K 0.01%
1,745
-19
558
$139K 0.01%
4,366
+1,516
559
$138K 0.01%
2,816
-312
560
$138K 0.01%
10,736
+376
561
$138K 0.01%
2,355
-1,423
562
$138K 0.01%
2,021
-276
563
$137K 0.01%
2,980
+2,843
564
$137K 0.01%
892
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565
$137K 0.01%
867
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566
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567
$137K 0.01%
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569
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1,722
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571
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4,814
572
$134K 0.01%
9,554
573
$134K 0.01%
2,330
574
$134K 0.01%
1,039
-431
575
$134K 0.01%
2,361
-285
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