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
601
$125K 0.01%
1,453
-57
602
$125K 0.01%
1,904
+304
603
$124K 0.01%
3,279
604
$124K 0.01%
1,886
+16
605
$124K 0.01%
4,175
606
$123K 0.01%
2,812
-171
607
$123K 0.01%
1,361
+94
608
$123K 0.01%
1,505
-33
609
$122K 0.01%
1,394
-168
610
$122K 0.01%
2,495
+300
611
$122K 0.01%
1,013
+836
612
$121K 0.01%
4,820
-203
613
$120K 0.01%
2,203
-108
614
$119K 0.01%
14,500
615
$119K 0.01%
934
616
$119K 0.01%
1,896
+86
617
$118K 0.01%
2,466
+164
618
$118K 0.01%
9,735
619
$117K 0.01%
2,966
+112
620
$117K 0.01%
1,632
-752
621
$117K 0.01%
4,092
-459
622
$116K 0.01%
1,868
+15
623
$116K 0.01%
632
+9
624
$116K 0.01%
1,667
-229
625
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0
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