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
801
$76K 0.01%
1,746
+160
802
$76K 0.01%
598
-66
803
$76K 0.01%
564
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804
$75K 0.01%
7,630
805
$75K 0.01%
1,786
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806
– –
0
807
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4,049
808
$75K 0.01%
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809
$75K 0.01%
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810
$74K 0.01%
2,114
-24
811
$74K 0.01%
1,013
-14
812
$74K 0.01%
407
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813
$73K 0.01%
2,580
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814
$73K 0.01%
932
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$73K 0.01%
923
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816
$73K 0.01%
1,562
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817
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818
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819
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701
820
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704
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1,214
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6,148
824
$71K 0.01%
547
+51
825
$71K 0.01%
1,203
31 32
33
34 35