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
776
$80K 0.01%
1,381
-420
777
$80K 0.01%
1,670
778
$80K 0.01%
2,000
779
$80K 0.01%
5,175
-847
780
$80K 0.01%
1,475
+29
781
$80K 0.01%
1,119
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782
$79K 0.01%
14,252
-2,949
783
$79K 0.01%
2,141
-58
784
$79K 0.01%
299
785
$79K 0.01%
1,151
+13
786
$79K 0.01%
7,500
787
– –
0
788
$79K 0.01%
473
789
$79K 0.01%
852
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790
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948
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791
$79K 0.01%
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792
$78K 0.01%
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$77K 0.01%
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$77K 0.01%
6,783
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798
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1,221
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799
$77K 0.01%
2,351
-136
800
$76K 0.01%
4,500
30 31
32
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