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
851
$67K 0.01%
1,950
852
$67K 0.01%
4,492
+107
853
$67K 0.01%
1,275
-881
854
$67K 0.01%
945
+10
855
$67K 0.01%
4,262
+2
856
$67K 0.01%
1,401
857
$67K 0.01%
1,750
858
$67K 0.01%
1,171
+5
859
$67K 0.01%
825
+3
860
$67K 0.01%
2,259
861
$66K 0.01%
1,508
+127
862
$66K 0.01%
1,462
-1,058
863
$66K 0.01%
2,286
864
$66K 0.01%
952
-4
865
$66K 0.01%
558
-65
866
$66K 0.01%
692
-26
867
$65K 0.01%
1,302
-788
868
$65K 0.01%
2,055
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869
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1,286
-15
870
$65K 0.01%
971
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871
$65K 0.01%
699
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872
$65K 0.01%
1,055
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873
$65K 0.01%
505
+95
874
$65K 0.01%
4,545
875
$64K 0.01%
2,063
+1,221
33 34
35
36 37