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
576
$133K 0.01%
1,670
+106
577
$133K 0.01%
1,923
-97
578
$133K 0.01%
544
-6
579
$132K 0.01%
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-6
580
$132K 0.01%
2,484
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581
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2,250
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582
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1,004
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583
$130K 0.01%
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-486
584
$130K 0.01%
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585
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-138
586
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4,469
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587
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920
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588
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-302
589
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596
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590
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2,266
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602
594
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881
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5,149
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596
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1,291
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597
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+4,629
598
$126K 0.01%
3,335
599
$126K 0.01%
1,203
-1
600
$125K 0.01%
4,210
-100
22 23
24
25 26