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
951
$52K ﹤0.01%
1,579
+500
952
$52K ﹤0.01%
4,307
+43
953
$52K ﹤0.01%
787
-140
954
– –
0
955
$52K ﹤0.01%
785
956
$52K ﹤0.01%
720
-153
957
$52K ﹤0.01%
641
+4
958
$51K ﹤0.01%
952
-357
959
$51K ﹤0.01%
528
-3
960
$51K ﹤0.01%
836
-1
961
$51K ﹤0.01%
2,593
-7
962
$51K ﹤0.01%
900
-186
963
$50K ﹤0.01%
630
-529
964
$50K ﹤0.01%
1,031
-485
965
$50K ﹤0.01%
2,136
+584
966
$50K ﹤0.01%
1,036
-4
967
$50K ﹤0.01%
1,095
-416
968
$50K ﹤0.01%
310
-72
969
$50K ﹤0.01%
2,157
-213
970
$50K ﹤0.01%
1,443
+48
971
$50K ﹤0.01%
220
972
$50K ﹤0.01%
1,495
+694
973
$50K ﹤0.01%
2,832
+19
974
$50K ﹤0.01%
599
+13
975
$50K ﹤0.01%
3,402
+62
37 38
39
40 41