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
901
$60K ﹤0.01%
3,819
+1,857
902
$60K ﹤0.01%
422
903
$59K ﹤0.01%
1,674
904
$59K ﹤0.01%
636
+18
905
$59K ﹤0.01%
291
-62
906
$59K ﹤0.01%
700
+24
907
$59K ﹤0.01%
695
+47
908
$59K ﹤0.01%
1,617
+277
909
$58K ﹤0.01%
1,216
-354
910
$58K ﹤0.01%
4,509
+89
911
– –
0
912
$58K ﹤0.01%
432
-63
913
$58K ﹤0.01%
518
+106
914
$58K ﹤0.01%
96
+8
915
$58K ﹤0.01%
4,202
916
$58K ﹤0.01%
1,190
917
$58K ﹤0.01%
614
918
$57K ﹤0.01%
3,070
-450
919
$57K ﹤0.01%
3,378
-17
920
$57K ﹤0.01%
1,205
-177
921
$57K ﹤0.01%
1,556
-162
922
$56K ﹤0.01%
5,000
923
$56K ﹤0.01%
2,645
+1,342
924
$56K ﹤0.01%
2,798
-786
925
$56K ﹤0.01%
2,164
+4
35 36
37
38 39